Legacy Financial Partners

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Legacy Financial Partners
Team photo for Legacy Financial Partners

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Advisors

Advisor photo for David Schlafman

David Schlafman

CFP®, BFA, CLTC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Schlafman's website
Advisor photo for Mark Westgard

Mark Westgard

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Mark Westgard's website
Advisor photo for Devin Melvie

Devin Melvie

CFP®, BFA, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Devin Melvie's website
Advisor photo for Christopher Swanson

Christopher Swanson

BFA, APMA, CRPC, CLTC®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Christopher Swanson's website
Advisor photo for Brooke Jenae Robertson

Brooke Jenae Robertson

APMA, BFA

Financial Advisor

Behavioral Financial Advisor
Visit Brooke Jenae Robertson's website
Advisor photo for Alexis K Larson

Alexis K Larson

Financial Advisor

Visit Alexis K Larson's website


Team

Mary Lamon

Mary Lamon

Administrative Assistant

Sheila Murphy

Sheila Murphy

Administrative Assistant

Beth Jordan

Beth Jordan

Client Service Specialist

Deb Ryckman

Deb Ryckman

Paraplanner

Dylan Fleck

Dylan Fleck

Paraplanner

Teddi Jo Paulson

Teddi Jo Paulson

Business Development Manager

Qualifications

  • CERTIFIED FINANCIAL PLANNER

    BEHAVIORAL FINANCIAL ADVISOR

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Brayden Shushok

Brayden Shushok

Financial Planning Specialist

Kendra Johnson

Kendra Johnson

Financial Planning Specialist

Amanda Bayer

Amanda Bayer

Operations Specialist

Jessica Evans

Jessica Evans

Client Service Manager

Shaun Campbell

Shaun Campbell

Financial Planning Specialist

Katie Baker

Katie Baker

Client Service Manager

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer of Legacy Financial Partners
Chantel Miller

Chantel Miller

Operations Manager

Amanda Herber

Amanda Herber

Operations Specialist

Natalie Walz

Natalie Walz

Executive Assistant

Mallory Brown

Mallory Brown

Marketing Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Kathie Hickcox

Kathie Hickcox

Marketing Specialist

Jill Trygg

Jill Trygg

Marketing Consultant