Our Team

The Legacy Group is an ensemble multi-generational financial planning firm. We act as an Advocate, Educator, and Guide for our clients as they work toward their financial goals.

Jeffrey H. Black, AIF®

Jeffrey H. Black, AIF®

President

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Jeff began his career in financial services in 1987. He founded The Legacy Group in 1994 as a way to provide independent advice to both individuals and businesses. Over his 30-year career Jeff has worked closely with clients on estate planning and business succession planning. Jeff enjoys spending time with his 5 grandsons, traveling, and working in his woodshop.

Craig R. Lestner

Craig R. Lestner

Vice President

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Craig joined Legacy in 2005 after 5 years with Morgan Stanley. He works with clients on planning for current and future goals. As The Legacy Group moves into its next generation, Craig works closely with our entire team to be sure we maintain the high level of service that we have provide to our clients.

Brian L. Gambel

Brian L. Gambel

Vice President

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Brian focuses on helping clients identify investment goals, taking into account individual/organizational risk tolerance levels, investment horizons, and specific investment experience. Brian assists clients in the design, implementation, and management of investments. He lives in Reisterstown with his wife Sue and enjoys travel and cycling.

Allyson B. Lestner

Allyson B. Lestner

Director, Philanthropic Planning

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Allyson joined in 2018 as the Director of our Philanthropic and Non-Profit Planning group. Allyson brings over 12 years of development and non-profit experience to our team. She has worked with many non-profit groups to help build their donor base and development plans. She also has helped individuals plan their charitable goals.

Neil Esterson, CFP®, CPFA

Neil Esterson, CFP®, CPFA

Financial Consultant

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Neil joined The Legacy Group in 2015 and quickly became a student of the industry by earning both the Certified Financial Planner™ and Certified Plan Fiduciary Advisory designations in 2018. Neil focuses on working with businesses and educating employee groups on financial wellness. Neil is a die-hard Ravens and a patient Orioles fan.

Lauren Behrens

Lauren Behrens

Administrative Assistant

Email Lauren

Lauren joined Legacy in 2008. As Director of Operations, Lauren oversees the day to day actions of our Administrative team and office operations. When out of the office, Lauren enjoys the beach, hiking nature trails, and spending time with her husband and three children.

Austin T. Smith

Austin T. Smith

Analyst

Email Austin

Since joining The Legacy Group in 2017, Austin has focused on investment research and portfolio construction. He works with the team to interpret market activity, and helps decide the proper asset allocation for client accounts. He then gathers data on investment options to build portfolios that are optimal to client objectives.

Check the background of investment professionals on FINRA’s BrokerCheck.

The Legacy Group is an ensemble multi-generational financial planning firm. We act as an Advocate, Educator, and Guide for our clients as they work toward their financial goals.

Jeffrey H. Black, AIF®

President

Email Jeffrey

Jeff began his career in financial services in 1987. He founded The Legacy Group in 1994 as a way to provide independent advice to both individuals and businesses. Over his 30-year career Jeff has worked closely with clients on estate planning and business succession planning. Jeff enjoys spending time with his 5 grandsons, traveling, and working in his woodshop.

Craig R. Lestner

Vice President

Email Craig

Craig joined Legacy in 2005 after 5 years with Morgan Stanley. He works with clients on planning for current and future goals. As The Legacy Group moves into its next generation, Craig works closely with our entire team to be sure we maintain the high level of service that we have provide to our clients.

Brian L. Gambel

Vice President

Email Brian

Brian focuses on helping clients identify investment goals, taking into account individual/organizational risk tolerance levels, investment horizons, and specific investment experience. Brian assists clients in the design, implementation, and management of investments. He lives in Reisterstown with his wife Sue and enjoys travel and cycling.

Allyson B. Lestner

Director, Philanthropic Planning

Email Allyson

Allyson joined in 2018 as the Director of our Philanthropic and Non-Profit Planning group. Allyson brings over 12 years of development and non-profit experience to our team. She has worked with many non-profit groups to help build their donor base and development plans. She also has helped individuals plan their charitable goals.

Neil Esterson, CFP®, CPFA

Financial Consultant

Email Neil

Neil joined The Legacy Group in 2015 and quickly became a student of the industry by earning both the Certified Financial Planner™ and Certified Plan Fiduciary Advisory designations in 2018. Neil focuses on working with businesses and educating employee groups on financial wellness. Neil is a die-hard Ravens and a patient Orioles fan.

Lauren Behrens

Administrative Assistant

Email Lauren

Lauren joined Legacy in 2008. As Director of Operations, Lauren oversees the day to day actions of our Administrative team and office operations. When out of the office, Lauren enjoys the beach, hiking nature trails, and spending time with her husband and three children.

Austin T. Smith

Analyst

Email Austin

Since joining The Legacy Group in 2017, Austin has focused his attention on market and investment research to help construct client portfolios. He works with the team to interpret economic trends, and help decide the proper asset allocation for client accounts. He then gathers data and facts on individual investment options to construct portfolios that are optimal to client objectives.

Check the background of investment professionals on FINRA’s BrokerCheck.

Visit

4 Reservoir Circle, Suite 103
Pikesville, Maryland 21208

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Contact

410-828-4411 | 800-770-0029

410-583-0102