The Team

Legacy Financial Partners

Our Advisors

David Schlafman

David Schlafman

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

The University of North Dakota, Grand Forks, ND, Bachelor of Business Administration, 2000
CA Insurance #0I72952 AR License #5740280

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Loren Melvie

Loren Melvie

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
CA Insurance #0I72521 AR License #654854

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Mark Westgard

Mark Westgard

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

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Devin Melvie

Devin Melvie

Financial Advisor

More about me...

Designations

BFA, APMA®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances

Education

BS, Accountancy - Arizona State University, W.P. Carey School of Business, 2017

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Our Staff

Travis Dahl

Travis Dahl

Investment Manager

Beth Jordan

Beth Jordan

Client Service Specialist

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Chantel Miller

Chantel Miller

Operations Manager

Sheila Murphy

Sheila Murphy

Administrative Assistant

Sandy Ressler

Sandy Ressler

Financial Planning Specialist

Deb Ryckman

Deb Ryckman

Paraplanner

Mallory Sand

Mallory Sand

Marketing Manager

Amanda Herber

Amanda Herber

Operations Specialist

Steph Schultz

Steph Schultz

Marketing Consultant

Nicky Orgaard

Nicky Orgaard

Administrative Assistant