About us

 

Established in 2022 to work in tandem with Legato Financial Group, Legato CPAs and Advisors was formed to work with clients in minimizing tax over their lifespan. 

We work closely with both clients and investment advisors, giving careful consideration to how the tax code can be used for the benefit of clients, their families and their businesses as we personalize our planning to the lifestage of our clients.

We are keenly aware that the tax code is "written in pencil" and changes often.  We continually update our knowledge for both tax compliance and for optimum tax planning, using court-tested, proven strategies to best serve our clients.

Justin Jenkins

Partner

 

Justin studied at Western Kentucky University. Since 2017, he has been registered as an Investment Adviser Representative and is able to provide investment advisory services. Justin utilizes tools and services to help clients pursue their financial independence. He individually works with clients to design holistic retirement strategies that focus on five key concepts: income planning, investment management, tax-efficient strategies, health care planning and legacy protection.

He is a charter member on the estate planning advisory council at Campbellsville University and a contributing author in finance publications. For his passion project, Justin is a board member for the First 48 Financial Education Alliance, a nonprofit organization providing financial education to high school students.

Justin resides in Elizabethtown with his family and enjoys most of his free time beside the grill, on the lake or at the golf course.

Penny Stewart, CPA

Partner

 

Penny is a Certified Public Accountant with 30 years’ experience serving individuals and closely-held businesses with tax compliance and planning as well as financial reporting. She is a Louisville native, working primarily from the Louisville office. She graduated from the University of Louisville with a BSBA in Accounting and a minor in Mathematics. She’s continually expanding her education and acquiring a wide base of knowledge in various industries to include hospitality, construction, wholesale, retail, and service.

Penny lives in Louisville with her family. She enjoys spending time with family, live music, and community involvement. She is an active member of her church community where she has served terms as a Trustee and an Elder.  She is also experienced in assisting non-for-profit organizations with accounting and tax compliance.

Pam Gibson

Accounting and Payroll

 

Pamela was born in Barren County and raised in Hardin County most of her life. She is a graduate of East Hardin High School. She brings in 25 years of experience in Third Party Administration, along with accounting and payroll administration.

Pamela resides in Elizabethtown, Kentucky along with her husband Coy. She has three grown children and three grandchildren. She loves spending time with her family while her hobbies include playing with her dog, cleaning and running around with her grandchildren.

Tyler Forbes

Client Relationships

 

Tyler brings more than a decade of experience in new client relationship management across various industries. He is based in our Louisville office and works closely with our clients to facilitate onboarding and to coordinate communication.  Tyler is a Louisville native with an affinity for University of Louisville sports.

He, his wife, and two children enjoy spending their time on the beach and watching sports, especially the Cardinals. Tyler is also an avid music enthusiast.

Alicia Lanford

Marketing

 

Alicia is responsible for the various strategies and channels used to encourage the firm’s brand. She coordinates, measures and executes the directives utilized to promote the unique services of Legato CPAs and Advisors, PLLC. A graduate of Sullivan University with a degree in marketing, she brings over 10 years of experience to the team in marketing and client relations from the automotive, banking and finance industries.

She resides in Elizabethtown with her family. Outside of the office Alicia is likely traveling, paddle boarding or spending time with friends.