the legacy connection
About Us
At The Legacy Connection, we know planning ahead isn’t just about policies — it’s about people. We started with one simple goal: to turn financial uncertainty into clarity and comfort. Every recommendation we make is guided by empathy, honesty, and the belief that true security comes when you feel heard and supported.
Meet the Founders
We’re Kimberly and Lisa Greene, proud co-owners of The Legacy Connection. We live in New Braunfels, Texas, where we’re raising our daughter and building a business rooted in purpose, compassion, and preparation.
Lisa is a retired Air Force veteran, and Kimberly spent over 20 years serving families as a medical social worker. Together, we bring a unique blend of structure, service, and heart to everything we do.
As a woman-owned and veteran-led business, we’re proud to serve families of all kinds with the respect and dignity they deserve. We believe deeply in helping others create security, clarity, and confidence for whatever the future holds.
The Legacy Connection is more than a business — it’s a mission to empower individuals and families to live fully, plan wisely, and leave a legacy of love.
Our Mission
To walk alongside you — listening first, then crafting life insurance and retirement solutions that protect your loved ones and honor your vision for the future.
How We Work
Listen & Learn
We begin with a genuine conversation — no jargon, no rush — so we fully understand your hopes, concerns, and what “peace of mind” means to you.
Design & Explain
Together, we build a plan that aligns with your story. We explain each step in clear, everyday language.
Implement & Support
Then, we take care of the process from start to finish so you don’t have to worry about the details. And as life unfolds, we stay connected with regular check-ins, plan reviews, and on-demand support.
Meet Our Admin Team
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Kimberly Greene
FOUNDER OF THE LEGACY CONNECTION
Licensed insurance and retirement planning professional dedicated to helping families secure their financial future. With a background in medical social work, focused on life insurance, health coverage, and retirement planning.
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Lisa Greene
FINANCE AND OPERATIONS
Lisa is the heart and soul of The Legacy Connection, ensuring that our financial needs are met with precision and efficiency. With a background in accounting and finance, Lisa brings a deep understanding of financial management, budgeting, and risk management. Her expertise in these areas ensures that our clients have access to reliable financial services, no matter their needs.
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Carla Lewellen
GRATITUDE & GROWTH COORDINATOR
Carla brings warmth and thoughtfulness to The Legacy Connection as our Gratitude & Growth Coordinator. She ensures our clients and team feel valued by handling thank-you cards, birthday greetings, and special events with a personal touch. With her attention to detail and caring nature, Carla helps foster strong connections while also assisting with scheduling and event coordination. She's dedicated to making sure every interaction feels special and appreciated.
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Ashley Smith
VIRTUAL OFFICE MANAGER
Ashley is the backbone of The Legacy Connection, keeping everything organized, efficient, and running smoothly. Young, vibrant, and incredibly detail-oriented, she expertly manages scheduling, processes, and daily operations, ensuring that clients receive top-notch service. Her ability to juggle the ins and outs of our virtual office makes her an invaluable part of the team.
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Christie Scott
AGENT COORDINATOR
Christie leverages her background in education and youth support to empower clients at every stage of their financial journey. In her role as Agent Coordinator, she ensures processes run smoothly — answering questions, aligning solutions with clients’ objectives, and fostering confidence in every plan. Christie’s warm, personalized approach helps families and small business owners build the security they deserve.
Meet Our Agents
CHRISTIE SCOTT
Christie brings a strong background in education and youth support to The Legacy Connection. As a dedicated agent, she works one-on-one with clients — listening closely to their goals and developing personalized strategies that foster financial confidence.
Licensed in: Texas
BRYAN SCOTT
Bryan brings strong background in business development and medical field experience. He brings a deep understanding of client needs. He’ll focus on expanding our group benefits offerings, helping small business owners protect and support their teams.
Licensed in: Texas
ASHLEY RODRIGUEZ
As a single mom who experienced the unexpected loss of her son's father, Ashley Rodriguez knows firsthand how important it is to be prepared for life’s uncertainties. Her personal journey led her to become a licensed life insurance agent in Kentucky, where she now helps families protect what matters most. With empathy, strength, and a heart for service, Ashley is committed to guiding others toward peace of mind and financial security.
Licensed in: Texas, Kentucky
JESSICA JENSEN
Jessica has been helping individuals and families navigate their insurance options since 2011, with a strong foundation in both traditional and supplemental benefits. She specializes in everything from ACA plans and Medicare to tax-free retirement strategies and annuities. Whether you prefer to meet face-to-face, over the phone, or by webinar, Jessica is here to make the process simple and stress-free.
Licensed in: Texas
JESS ANDERSON
Jess is a husband, father, and farm dad who came from the blue-collar world of automotive work. Life has handed him some tough losses, and that’s what led him to life insurance — he’s passionate about helping people protect what matters most. As Tow Mater says, “We all have dents, and they all tell a story” — and Jess believes those stories deserve to be protected. He’s here to help real families find real peace of mind, now and for the road ahead.
Licensed in: Texas
NANETTE BEVERS
Nanette Bevers is a retired educator, devoted mom of six, and passionate advocate for seniors navigating Medicare. She brings a heart for service to her work, drawing from years of leadership in women’s ministry at her church. Now growing her Medicare business in the San Antonio area, Nanette is committed to helping others feel informed, supported, and secure in their healthcare choices.
Licensed in: Texas
PETRA SCOTT
After a rewarding career as an educator, Petra Scott now brings her passion for helping others into the world of insurance. As a licensed agent in both Texas and Alaska, she specializes in Medicare and senior-focused health and life insurance solutions. Petra is dedicated to making the process easy to understand and ensuring her clients feel confident and cared for at every step.
Licensed in: Texas, Alaska
SALLY GARZA
After a successful career in corporate America, Sally Garza is excited to bring her skills and passion for helping others into the world of insurance and financial planning. As a newly licensed agent based in San Antonio, she is focused on guiding individuals and families through Medicare and long-term financial strategies with clarity and care. Sally is committed to making the transition into retirement and beyond feel secure and well-planned.
Licensed in: Texas
