A Family Name. A Community Legacy. An Independent Firm Built to Last.
Lockridge Legacy Financial Services is an independent, family-owned financial advisory firm — and the Lockridge name on the door has meant trusted financial guidance in this community for over 50 years.
The People Behind the Practice
Lockridge Legacy is a family business in the most direct sense. Carrie Busse and her son-in-law and Client Service Specialist, Brennon run the firm together — and that structure is not incidental. It's the point. When you become a client of Lockridge Legacy, you work with Carrie or her Client Service Associate Brennon. Not a junior associate. Not whoever is available. The same person who sat with you at your first meeting is the same person who picks up when you call, reviews your account, and talks with you when markets move.
Family-run means someone is always accountable. There's no corporate layer to absorb the responsibility — it rests with the people whose names are, in every meaningful sense, on the firm.
Common Questions About Lockridge Legacy Financial Services
Who owns Lockridge Legacy Financial Services?
Lockridge Legacy Financial Services is owned and operated by Carrie Busse, a licensed Investment Advisor Representative based in Chillicothe, Missouri. Carrie's son-in-law Brennon serves as an customer service specialist within the practice. The firm is family-owned, independently operated, and unaffiliated with any national financial brand.
Is Lockridge Legacy a family-owned financial advisory firm in Missouri?
Yes. Lockridge Legacy is a family-owned financial firm based in Missouri, currently operated by Carrie Busse and Brennon Carey. The family connection runs deeper than the current partnership. Carrie's father was a CPA and investment advisor in Chillicothe for decades, and the Lockridge name has represented community financial guidance in North Central Missouri since the early 1970s.
Who is Carrie Busse, and what is her background in financial advisory?
Carrie Busse is a licensed Investment Advisor Representative and the principal of Lockridge Legacy Financial Services in Chillicothe, MO. With more than 23 years of advisory experience, she works directly with clients on financial planning, investment management, retirement planning, and estate planning across North Central Missouri and nationally. More detail on her background is available on her advisor profile.
How long has this independent financial firm in North Central Missouri been in operation?
Harry Lockridge has provided financial guidance in Chillicothe and the surrounding region since the early 1970s, a span of more than 50 years. Carrie started working as a licensed assistant to Larry Gatson in June of 2000. She took over the business in 2015 under the name Financial and Tax Services LLC. She changed names in 2025 to honor her Dad's legacy in the community. Lockridge Legacy Financial Services strives to carry Harry's legacy forward today as the only independent advisory firm in the area, serving clients in Livingston County and across North Central Missouri.