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Meet the Team
Meet our team of highly experienced professionals.
Chief Executive Officer
Todd Phillips
Todd Phillips is the CEO and visionary behind Legacy Tax Advisors. Todd has spent decades helping investors, entrepreneurs, and families create tax-efficient investing and business decisions. Outside of work, he also likes to work. Time permitting, however, he is known to play a few rounds of golf and get out on the boat.
Tax Strategy Director
Lori Priefer
Client Success Manager
Jaleel Moustakim
Jaleel serves as a Client Success Manager with over ten years of experience in client success and relationship management, focused on advocacy, communication, and delivering a seamless client experience. He takes pride in being a trusted point of contact for clients, ensuring they feel supported, informed, and confident throughout their engagement. Jaleel’s role centers on anticipating needs, coordinating across teams, and making sure nothing falls through the cracks, so clients can focus on their goals knowing they have a dedicated advocate in their corner. Outside of work, he enjoys cooking, where creativity and attention to detail come together in much the same way they do in his approach to client success.
Chief of Staff
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.
Staff Accountant
Caroline Willis
Caroline is a Staff Accountant who completes individual and business tax preparation, small business bookkeeping, and payroll-related services. She loves gardening, baking, and spending quality time with close friends.
Staff Accountant
Julie Bishop
Julie is a Staff Accountant working with business bookkeeping and tax services as well as individual tax returns. She loves traveling whenever possible.
Tax Preparer
Brian Blackard
Brian has been preparing individual tax returns for over 20 years. He enjoys puzzles and considers each tax return a puzzle waiting to be solved – some just have more pieces. When Brian’s not busy figuring out credits and deductions, he can be found at his son’s band concerts or spending a night with him watching movies.
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.
