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Meet the Team
Meet our team of highly experienced professionals.
Chief Executive Officer
Todd Phillips
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Vice President of Operations
Cherie Palacio
Cherie Palacio is Vice President of Operations at Legacy Tax Advisors, driving efficiency and excellence while overseeing tax preparation, HR, and firm-wide processes. Outside of work, she enjoys spending time with her family and friends.
Business & Tax Accounting Manager
Charlene Raymond
Charlene is an experienced CPA specializing in individual and small business taxation. She is dedicated to simplifying the process and delivering peace of mind. She loves camping with friends and spending time with family.
Tax Advisor
Trevor Leagjeld
Trevor Leagjeld is a Tax Manager with more than nine years of expertise in tax planning and helping clients navigate both complex and simple business and individual filings. In his free time, he enjoys hunting, fishing, and just exploring the outdoors.
Operations Associate
Sara Knapp
Sara is an Operations Associate with 10 years of experience in the financial industry. Outside of work, she enjoys reading, cooking, hiking, and spending time with family and friends.
Staff Accountant
Samuel Ripple
Sam is a first-year staff accountant with previous experience in financial analytics, working towards obtaining his Master of Accounting and CPA license. Sam is the owner of a sassy orange cat and enjoys cooking outside of work.
Marketing Assistant
Madison Phillips
Madison is a new graduate joining the workforce in January 2025. She enjoys sports and reading in her free time.
