Our Founders
Decades of experience. One shared mission.
At Legacy Focus Group, decades of experience in public accounting, tax strategy, and family advisory come together with one shared purpose — to bring structure, perspective, and continuity to family wealth. Co-founders Stephanie Casey and Jennifer Flinchum created LFG to give families a better way to organize, plan, and grow — offering the sophistication of a multi-family office delivered through a more personal, collaborative model. They combine deep technical expertise with genuine partnership and practical insight — always guided by one enduring principle: Your Legacy. Our Focus.
Meet Stephanie
Stephanie Casey, CPA
Co-Founder
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With more than 25 years of experience serving closely held businesses, entrepreneurs, and multi-generational families, Stephanie Casey co-founded Legacy Focus Group to bring structure, coordination, and trusted guidance to the complex world of family wealth.
Throughout her career, Stephanie has guided clients through major transitions — from building and growing privately held businesses to managing liquidity events and creating sustainable, long-term family strategies. She has helped families navigate significant business exits, including transactions exceeding $250 million, and continues to focus on helping clients turn business success into enduring financial confidence.
Legacy Focus Group was created to fill a gap Stephanie saw repeatedly during her decades of practice: many families need the structure and coordination of a family office but don’t meet the thresholds or desire the rigidity of a traditional multi-family office model. LFG provides tailored, accessible, and collaborative family office services, integrating tax, estate, philanthropic, and administrative planning under one cohesive framework.
Stephanie’s approach is grounded in collaboration. She works alongside each family’s trusted advisors — attorneys, accountants, and financial professionals — to ensure every decision supports both immediate goals and long-term legacy objectives. Her expertise includes succession and liquidity planning, charitable giving strategies, education funding, and multi-generational estate planning, helping families minimize tax exposure while maximizing opportunity and wealth preservation.
Before co-founding Legacy Focus Group, Stephanie was a Senior Tax Manager at Keiter. She earned her Bachelor of Science and Master of Taxation from Virginia Commonwealth University. Known for her steady guidance and genuine connection with the families she serves, Stephanie’s leadership reflects the very heart of Legacy Focus Group — a firm built on trust, structure, and care.
Meet Jen
Jennifer F. Flinchum, CPA, CFP®
Co-Founder
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With more than 30 years of experience advising privately held businesses, their owners, and multi-generational families, Jennifer Flinchum co-founded Legacy Focus Group to bring sophisticated planning, technical precision, and proactive strategy to families seeking a more personal and accessible family office experience.
Jen’s background in tax compliance, strategic consulting, and financial planning allows her to translate complex financial considerations into actionable, well-structured strategies. Her expertise spans mergers and acquisitions, multi-state taxation, executive compensation, and risk management, helping families and business owners minimize tax exposure while strengthening financial efficiency and opportunity.
A cornerstone of Jen’s work is collaboration. She actively coordinates with clients’ attorneys, accountants, and financial advisors to align strategies across disciplines — ensuring every plan operates smoothly and consistently. Her ability to foster strong, enduring relationships with both families and their advisory teams has earned her a reputation for delivering clear direction and measurable results.
Before co-founding Legacy Focus Group, Jen was a Tax Partner and leader of the Family, Executive & Entrepreneur Advisory Services Team at Keiter and previously worked with PricewaterhouseCoopers LLP. She earned her Bachelor of Business Administration from William & Mary and a Master of Taxation from Virginia Commonwealth University.
Drawing on decades of combined CPA and CFP® experience, Jen brings disciplined analysis and strategic coordination to every client relationship. She focuses on creating integrated plans that align financial structure, tax strategy, and family priorities — helping each client move forward with confidence and purpose under the guidance of Legacy Focus Group.
Her work embodies a simple promise — thoughtful strategy, trusted partnership, and enduring results. Your Legacy. Our Focus.