Step 1: Discovery & Alignment
Understanding goals, risks, values, and key decision points.
Step 2: Strategic Design
Coordinated planning across business, wealth, tax, and protection strategies.
Step 3: Implementation
Thoughtful execution with compliance-driven oversight.
Step 4: Ongoing Optimization
Continuous refinement as life, business, and regulations evolve.
Experience, perspective, and disciplined execution.
Legacy Wealth Strategies is built to support individuals facing meaningful financial decisions. Our work centers on education, structure, and clarity — helping clients understand their options and implement strategies aligned with their broader goals.
Jonathan Codispoti
President & Founder
Jonathan Codispoti is the President and founder of Legacy Wealth Strategies, a Lifetime Financial Growth company. He grew up in Dublin Ohio and graduated from Ohio University. Jonathan has earned is a Leaders club producer, has earned 6 consecutive Presidential citation awards and is a past member of MDRT where he earned Court of the Table. In his free time, he enjoys vacations with his wife Dayna, children Lucia, Luca and Emilia, going to Bengals games and cheering on his children’s sports teams. He is the treasurer for the Dublin Football League, Chairman for the LFG Golf outing and has volunteered in the Dublin Jerome Football press box since 2007.
With 17 years of industry experience, he is equipped with the knowledge to help businesses and families protect and enjoy what they have worked hard to build.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA Insurance License #0H46340. AR Insurance License #8589436. Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee.
Kyle Storey
Financial Advisor
Kyle Storey is a Financial Representative at Legacy Wealth Strategies, a division of Lifetime Financial Growth (LFG).
Kyle joined the Columbus office of Lifetime Financial Growth in2025, following a successful career in logistics. He previously servedas Vice President of a Columbus-based non-asset logistics firmspecializing in retail distribution networks. With a strongbackground in business leadership and operations, Kyle brings astrategic and entrepreneurial perspective to Legacy WealthStrategies. His practice focuses on helping business owners andindividuals protect, grow, and optimize the wealth and businessesthey’ve worked hard to build.
A native of Dublin, Ohio, Kyle attended the University of Central Florida before returning to his hometown to raise a family. He resides in Dublin with his wife, Ashley, and their daughter, Emma. Kyle is actively involved in his community, currently serving as Director of Golf for Dublin Youth Athletics and as a member of St.Brigid of Kildare Parish, where his daughter attends school.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4479344.
Mark Bucklaw RICP®
Director of Advanced Planning
Kristina Wilcoxon
Executive Operations Manager
Kristina Wilcoxon is the Executive Operations Manager at Legacy Wealth Strategies, LLC a Lifetime Financial Growth Company (LFG).
Kristina graduated with honors, Cum Laude, from Bowling Green State University in 2022, earning a Bachelor of Science degree in Finance. Her academic achievements laid the foundation for a successful career in the financial sector. Shortly after graduating, Kristina embarked on her professional journey at Lifetime Financial Growth, LLC, initially joining as a Financial Representative and Director of First Impressions. Her dedication and experience led to a seamless transition into her previous role as Executive Assistant to President, Jonathan Codispoti.
In recognition of her impact and leadership in the industry, Kristina has been featured as an influential woman and spotlighted as a Trailblazer in Executive Operations, highlighting her contributions to organizational growth, client service excellence, and team development.
Kristina is a registered Notary Public and holds licenses for Life, Accident, and Health Insurance. These qualifications reflect her commitment to providing comprehensive financial solutions and helping ensure the highest standards of service for clients.
Outside of her professional endeavors, Kristina resides in Cardington, Ohio, with her husband, Chase, and their beloved dogs, Busch and Bud.
Alayna Bowman
Execuitve Assistant
Alayna Bowman is the Executive Assistant of Mark Bucklaw, of Legacy Wealth Strategies, LLC a Lifetime Financial Growth Company (LFG). Alayna graduated from The Ohio State University in December2024, earning a Bachelor of Science degree in Consumer andFamily Financial Services. Her academic path has provided thegroundwork for a successful career in the finance industry.
During her final two semesters, Alayna began her professional journey at Lifetime Financial Growth, LLC, initially joining as a Financial Representative and Director of First Impressions. Her commitment and skill set facilitated a smooth transition into her current role as Executive Assistant.
Alayna holds licenses for Life, Accident and Health insurance. Thesequalifications demonstrate her dedication to delivering thoroughfinancial solutions and maintaining the highest standards of servicefor our clients.
Apart from her professional activities, Alayna resides in LewisCenter, Ohio with her partner, Carlos, along with their two dogsnamed Hazel and Ocean and their cat, Messi.