It would almost be easier to list the things that Barb Perez doesn’t do for Legacy Financial Planning. In all honesty and sincerity, Barb may be LFP’s most valuable person. Hers is the first voice that you hear when you call. She greets all of our visitors with a warm smile. Barb streamlines the paperwork process, sending out applications and client requests to the necessary channels. She manages the LFP staff members, as they work to support the firm. Above all, Barb Perez provides superior service to all.