Click the points on the timeline to learn more about our history
We are a consulting services provider that has offered solutions for our clients for over 50 years. Through Lincoln Investment, our Financial Professionals offer a wide variety of products to our clients with personalized service and attention. Our Financial Professionals help make investing easier to understand. They provide investment solutions for retirement, education savings plans, insurance needs, income generation and professional portfolio management.
Our history in the investment industry provides our clients with access to valuable experience. Having a Financial Professional means you have help from someone concerned with your specific goals and who can assist in drafting a plan that is suited to your needs.
We foster an atmosphere of innovation, which means we constantly seek to improve our clients' experience with investing. We provide you with the tools you need to easily access account information.
Why work with a Financial Professional?
Any investor, of any account size, can benefit from the guidance of a Financial Professional. Forming a partnership with a trusted Financial Professional can help investors to navigate the complex financial markets. Whether you are a beginner or have experience in the industry, The Legend Group can help.
We believe crafting an investment strategy is a team effort. Our Financial Professionals have the skills, knowledge and experience to guide you in creating and implementing an effective plan designed to reflect your unique investment goals. He or she will help you determine your risk tolerance, time horizon and investment objectives, as well as help you choose the appropriate options to help you. Your Financial Professional can meet with you periodically to review your needs and discuss any changes in your financial objectives or situation to help you remain on track as your plan progresses.
Shashi Mehrotra, CFA
COO and CIO
Shashi Mehrotra is the Chief Operating Officer and Chief Investment Officer for Legend Advisory. Mr. Mehrotra is a pioneer in the application of artificial intelligence (AI) to the field of investment management and is the chief designer of Legend Advisory's Asset Allocation Neural Network (AANN). AANN is a sophisticated computer model that uses mathematical algorithms in attempt to forecast the relative strengths of different asset classes. Mr. Mehrotra spent over a decade on the research and testing and implementation of AANN’s state-of-the-art AI system. Mr. Mehrotra joined Legend in 1995.
Vice President, Operations
Miralda Gingrich is Vice President, Operations. Ms. Gingrich has been a dedicated employee since 1989 and is responsible for many of the back office functions as well as the strategic planning of the firm. Her key role in operations management continues to be a critical part of the company's success and growth. Ms. Gingrich's leadership is responsible for many of the exciting new services and technologies.
Vice President, Strategic Relations
Lee Kroening is Vice President, Strategic Relations. Mr. Kroening is responsible for developing and maintaining many group plan relationships thoughout the country. He works to enhance the advisor experience through proactive programs designed to help advisors build great businesses and achieve their growth goals. His extensive knowledge of the independent business model allows him to work as a frontline advocate for the field’s needs. Mr. Kroening has been with the firm since 1988 and has held several positions during the course of his career. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Retirement Counselor®.
Todd D. Stout
Regional Vice President
Todd joined the firm on February 1, 2003 as an industry veteran with more than 18 years of experience in the financial services industry. His primary responsibilities are the growth of the firm by his oversight of the firm’s Recruiting Department and the expansive national Lobbying efforts for industry concerns. Beyond those responsibilities, Todd is working to develop new financial advisors, new employer groups, new corporate partnerships for the distribution of the firm's services. Todd graduated from Bowling Green State University in December of 1984 with an area of concentration in Selling and Sales Management. He currently resides in the midwest.