Legacy Private Trust Company is thrilled to announce that Sandra L. Lakey joined our staff on May 2, 2022. Sandra will serve as Vice President and Trust and Financial Advisor. She will provide trust services and long-term financial planning with a high level of commitment and well-rounded knowledge to assist clients in succeeding financially.
Sandra received a BBA-Finance degree from U. W. Oshkosh and graduated Cum Laude. She is also a Cannon Trust School graduate and a Certified Trust and Financial Advisor (CTFA). She began her career in Neenah, working with several current Legacy colleagues before relocating to Delaware. Sandra has held high-level positions with several large trust and financial service providers on the east coast. Most recently, serving as Vice President Senior Trust Advisor for a large regional bank in Delaware.
According to Mr. Michael Mahlik, President of Legacy Private Trust Company, “Sandra is client focused and detail-oriented with extensive experience servicing high net worth clients and building client relationships. She is particularly effective at improving efficiencies and developing strong working relationships with internal and external clients. She embodies the culture of client service and expertise that Legacy is known for.”
When asked about her return to Wisconsin and her new position with Legacy, Sandra replied, “I am honored to be part of such a professional and experienced group of people who cultivate a high level of client service and community involvement. There is no place like the Midwest. I am excited to be back in the Fox Cities and working with many of the people with whom I began my trust career.”
About Legacy Private Trust Company
Legacy Private Trust Company is headquartered in Neenah, Wisconsin, and is an independent, closely-held trust and investment company with assets under management of over $1.85 billion*. The team of 40+ highly credentialed and experienced professionals include Chartered Financial Analysts®, Certified Financial Planners®, Certified Trust and Fiduciary Advisors, attorneys, and tax experts who offer personalized trust and investment services to individuals, families, businesses, and non-profit organizations. Legacy specializes in intergenerational wealth transfer, investment planning and management, financial planning, and trust administration for clients across Wisconsin and the United States. For more information, please visit www.lptrust.com.
*as of 12/31/2021