I founded Legacy AI Advisors to help financial professionals turn their expertise, existing tools and promising ideas into better ways of working.
My background spans more than 25 years in financial services, including advisory, operations, client service and education. That experience shapes the questions I ask before recommending a tool, training a team or building a new system.
Many practices already have valuable knowledge inside the business: questions their team answers repeatedly, processes that depend on one person, educational content that could do more and ideas they have not had the capacity to implement.
AI can help with some of that work. The value comes from choosing a worthwhile problem, fitting a solution to the people who will use it and following through.
That is where I work best: helping leaders see the opportunity, make a practical decision and move it into execution.
Create more value from the expertise and business you have already built.
The Legacy AI Advisors approachThe work begins with your priorities and the people who will own the outcome.
Start with your goals, current processes, team capacity and the tools you already use.
Identify a useful starting point, name the owner and define what success would look like.
Design a workflow or resource, guide implementation or train the team to use approved tools.
Look at what is being used, what needs adjustment and whether the work is producing value.
Legacy AI Advisors serves financial advisory firms, tax professionals, insurance teams and related practices seeking help with AI adoption, team capability, operations and growth. Work can begin with a focused workshop or project and extend to ongoing strategic and implementation support.
Discuss your practice →Colleges, universities, corporations, associations and professional communities can bring Tenita in for a relevant talk, leadership briefing or hands-on training shaped around their audience and objectives.
Explore training and speaking →My work across advisory, operations, client service and education has shown me how easily a promising idea can stall between strategy and everyday practice.
I translate complex possibilities into choices a team can understand, test and use. The aim is to strengthen the work people do and make expertise easier to access, teach and apply.
My background includes an MBA in Marketing, the CRPC® designation, and certifications in AI consulting and AI instructional design.
Start with what your people need to accomplish. Then decide where a better process, training or technology belongs.
Business first · Execution throughoutTell me what you are trying to improve, what keeps getting delayed or where your team needs support. We can decide whether there is a useful next step.
Why I Built Legacy AI Advisors
After 25 years in financial services—as a licensed advisor with firms like Jefferson Pilot (now Lincoln Financial), UBS, and Aon, plus roles in back-office operations, trading, client service, and Fortune 500 benefits education—I understand the daily realities of advisory work.
I know what it's like to:
Prepare for client meetings at 11 PM after a full day of appointments
Navigate the compliance pressure of every client communication
Lose sleep over client retention numbers
Feel the weight of managing too many relationships with too few hours
Want to provide exceptional service while also having a life
I've been the advisor struggling with time management. I've been the back-office professional watching advisors drown in paperwork. I've been the trainer trying to help teams work smarter, not harder.
When I discovered AI's potential to transform how advisors work, I didn't just see technology—I saw freedom.
AI can handle the routine communications, research, and administrative tasks that consume your day, giving you more face-time with clients on the things that matter most.
Technology should amplify your expertise and relationships, not replace them. The right AI implementation lets you maintain your high-touch service while expanding your capacity.
You didn't become an advisor to spend hours on paperwork and data entry. AI returns you to your core value proposition.
Today, I bridge two worlds: deep financial services expertise and cutting-edge AI implementation. I help advisors and firms adopt AI solutions that actually work in our highly regulated, relationship-driven industry.
No generic tech consulting. No solutions that ignore compliance. No jargon that doesn't translate to your world. Just practical AI implementation from someone who's sat in your chair.
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"Loved everything "
I am a part of the stock group Tenita belongs, and she always brings a fresh new perspective to things. Today was no different, with using AI to help invest in the stock market.
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"Life-Changing Info"
This is very relevant, and the speaker made it easy to see how it can make my life and that of others easier. I could see how I can move quickly and free myself to also give attention to other things I need to do.
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"Highly recommend Tenita"
The session was so helpful because we don't always know what questions. Plus, you see how much money you can make in a year and the best places to get the information.
She is smart, worth knowing
Very helpful. Continue on your mission. We need it.
Thank you for a great presentation and I look forward to your upcoming projects and book.
This speaker is amazing with using AI and investing.
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