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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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
KIMBERLY GREENE
With a background in medical social work, Kimberly brings over 20 years of experience helping families through life’s most difficult moments. Now, as the founder of The Legacy Connection, she guides clients through life insurance, Medicare, and retirement planning with the same heart and honesty.
She’s passionate about making sure people understand their options so they can plan with confidence and protect what matters most.
Kimberly lives in New Braunfels, Texas with her wife and daughter.
Licensed in: TX, AL, FL, IL, MS, MO, OH, PA, SC, TN, WA, WI, OR, NH, AR, IA, LA, MN, OK, KY, GA, NC
LISA GREENE
Lisa is the cofounder of The Legacy Connection and a retired U.S. Air Force veteran with 26 years of service. Licensed in 22+ states, Lisa helps clients grow and protect their retirement through annuities and set families up for success using life insurance with tax-advantaged growth. She brings the same commitment to excellence and service she lived throughout her military career — clear guidance, disciplined planning, and a mission-first focus on your goals.
Licensed in: TX, AL, FL, IL, MS, MO, OH, PA, SC, TN, WA, WI, OR, NH, AR, IA, LA, MN, OK, KY, GA, NC
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: TX, TN, AL, PA, SC
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: TX
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: TX, AK
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: TX
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: TX
REBECCA QUINN
Rebecca is a Medicare-certified independent agent with over 25 years of HR experience, specializing in educating individuals on how to understand and maximize their benefits. Known for her professional integrity and compassionate guidance, she helps seniors navigate Medicare with clarity and confidence. Rebecca also brings years of dedicated service within her Christian community, reflecting her deep commitment to helping others.
Licensed in: TX, GA
RACHEL AYALA
Rachel is a licensed Medicare agent with a heart for service and a mission to empower seniors. As a single mother with aging parents who rely on Medicare, she understands firsthand how critical it is to have the right coverage and how overwhelming the process can feel. Rachel specializes in helping seniors navigate their Medicare options with confidence, making her clients feel like family with her personal approach in listening patiently to their needs. Raised in Mexico, Rachel is fluent in both English and Spanish. Her bilingual background allows her to serve a diverse community with clarity and compassion, ensuring that every client feels heard, understood, and supported.
Licensed in: TX
Languages: English, Spanish
CARLA JOLLEY &
TRACEY WITTING
Carla and Tracey bring a wealth of compassion and experience to The Legacy Connection. Carla draws from her years as a dedicated nurse, while Tracey’s background as a caregiver has given her a deep understanding of the unique challenges families face as loved ones age. Together, they are passionate about serving seniors in the New Braunfels area with the respect, dignity, and support they deserve.
Beyond their professional lives, Carla and Tracey are deeply rooted in their community. They enjoy time with their two dogs, Addie and Tucker, and are active members of their local motorcycle club. Their commitment to family, faith, and aging gracefully is at the heart of everything they do—and it’s what makes them such trusted guides for seniors and their families.
Licensed in: TX, SC, NM, CO, FL
SUSAN BAKER
Susan is a licensed life and health insurance agent (since 2020) serving clients across 23 states. With 20 years in medical billing, she’s seen firsthand how confusing benefits can beand she’s passionate about translating the fine print into clear, confident choices. Susan helps individuals and families understand their coverage, compare plans, and make decisions that fit both their health needs and budget.
Licensed in: CT, FL, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, NJ, NM, OH, OK, PA, SC, SD, TN, TX, VA, WI
MICHELLE STONE
Michelle supports clients at The Legacy Connection with white-glove customer service and hands-on ACA enrollments, helping families understand their options and complete applications with confidence.
As a mom to a special-needs adult son, Michelle knows firsthand how vital it is to access the right resources and care. She brings the skills that caregiving builds — advocacy, patience, problem-solving, and organization — to every client interaction and is deeply committed to guiding clients from “overwhelmed” to “taken care of.
Licensed in: TX
LARRY JOLLEY
Larry is a U.S. Navy veteran and licensed agent who helps clients with health insurance, Medicare, and life insurance.
Highly knowledgeable about VA benefits, Larry shows veterans how to access care outside the VA — coordinating community and Medicare options that complement VA services at low to no cost. With a service-first mindset, he brings clear guidance, respect, and follow-through to every conversation.
Licensed in: TX, FL, SC, WA
Our Partner Agents
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Jessica Jensen
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Jess Anderson
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Ashley Rodriguez
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Sheila Day
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Tonia Fitzpatrick
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Sarah Wiseman
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Martha Showers
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Chiara Jones
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Gordan Chapman
