Legacy of Service | Legacy Wealth Strategies

At the core of our work is a deep commitment to a legacy of service, reflecting our dedication to community, trust, and meaningful impact. We bring this commitment to life through leadership and hands-on involvement. Jonathan advocates for change in Washington, D.C., while Kristina has been honored as an influential woman for her achievements and contributions. Locally, our team joins forces for Dublin Community Service Day, volunteers at the Ronald McDonald House, and supports the local dog shelter. Each initiative is an opportunity to make a difference, strengthen community ties, and uphold a tradition of service that extends beyond financial guidance—because building a legacy is about more than wealth; it’s about leaving a positive mark on the world around us.

Ohio Health Annual Golf Tournament

Each year, we host a golf tournament to raise funds in support of OhioHealth hospitals, combining community engagement with a commitment to meaningful impact.

Ronald McDonald House Charities

We volunteer in the kitchens of the Ronald McDonald House, helping provide meals and support to families during challenging times.

Animal Shelter Volunteers

At a local animal shelter, we provide essential supplies, make homemade dog treats, and spend time showing the animals care and attention.

Food Pantry Volunteer

We volunteer at the local food pantry, helping provide meals and essential supplies to support members of our community in need.