Legacy Financial Partners

Financial planning doesn’t have to be complicated. Our team works with you to create strategies that fit your life today and your dreams for tomorrow. We’re here to offer more clarity, more confidence, and a partnership you can count on.

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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 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

CFP®, BFA, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Christopher Swanson's website
Advisor photo for Jodael Deralus

Jodael Deralus

M Acc, BFA, APMA®

Financial Advisor

Visit Jodael Deralus's website


Team

Anita Cysewski

Anita Cysewski

Administrative Assistant

Sheila Murphy

Sheila Murphy

Administrative Assistant

Jessica Evans

Jessica Evans

Client Service Manager

Beth Jordan

Beth Jordan

Client Service Specialist

Dhrumil Gala

Dhrumil Gala

Data & Reporting Analyst

Kathie Hickcox

Kathie Hickcox

Event Planner

Holly Mitchell

Holly Mitchell

Human Resources Coordinator

Brennan Thompson

Brennan Thompson

Investment Operations Specialist

Alicia Ripplinger

Alicia Ripplinger

Marketing Director

Gracyn Brennan

Gracyn Brennan

Marketing Specialist

Chantel Miller

Chantel Miller

Operations Manager

Amanda Bayer

Amanda Bayer

Operations Specialist

Shantal Borud

Shantal Borud

Operations Specialist

Dan Lambert

Dan Lambert

Operations Specialist

Katelyn Berube

Katelyn Berube

Paraplanner

Kyle Drovdal

Kyle Drovdal

Paraplanner

Deb Ryckman

Deb Ryckman

Paraplanner

Katherine Schulz

Katherine Schulz

Paraplanner

Mallory Brown

Mallory Brown

Practice Manager