Legacy Private Wealth Group

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



Advisors

Timothy Jon Werner, Private Wealth Advisor serving the Edina, MN area - Ameriprise Advisors

Timothy Jon Werner

MBA, CFP®

Private Wealth Advisor

President of Legacy Private Wealth Group
Visit Timothy Jon Werner's website
Richard D Dworsky, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Richard D Dworsky

CFP®, CLU®, CRPC, APMA, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Richard D Dworsky's website
Matthew Kley, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Matthew Kley

CFP®, CRPC, MBA, CMFC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Matthew Kley's website
Jason Heath, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Jason Heath

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Jason Heath's website
Christopher Roloff, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Christopher Roloff

MBA, CRPC, APMA

Financial Advisor

Financial Planning Specialist
Visit Christopher Roloff's website
W Scott Kindrick, Private Wealth Advisor serving the Edina, MN area - Ameriprise Advisors

W Scott Kindrick

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit W Scott Kindrick's website
Barton C Kosen, Private Wealth Advisor serving the Edina, MN area - Ameriprise Advisors

Barton C Kosen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Barton C Kosen's website
Leisa Kay Olson, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Leisa Kay Olson

CFP®, APMA, CRPC, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Leisa Kay Olson's website
Jacob Stark, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Jacob Stark

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jacob Stark's website
Robert Shinar, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Robert Shinar

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Robert Shinar's website

Team

Melissa Werner

Melissa Werner

Operations Manager

Personal Intro

  • BS - Business - University of Minnesota, Moorhead

On a personal note, Melissa is married to Tim. In her free time, she enjoys spending time with family, boating, gardening, cooking, & reading.

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Kristine Stamps

Kristine Stamps

Client Service Specialist

April Brady

April Brady

Client Service Specialist

Personal Intro

  • BA - Biology & Business Administration-Marketing, Augustana College
  • Four years working in the financial services industry

On a personal note, April enjoys spending time with family and friends, pilates, pickleball, reading, and traveling

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Kaylee McClellan

Kaylee McClellan

Client Service Specialist

Personal Intro

  • BBA - Business Administration, Economics - University of Minnesota

On a personal note, Kaylee is a connoisseur of coffee, taking part in home DIY projects, skiing on occasion and her guilty pleasure is realty TV.

Qualifications

  • Kaylee currently holds series 66 and series 7 licensure.

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Devyn Logan

Devyn Logan

Client Service Specialist

Personal Intro

  • AA - Business Management - Saint Paul College
  • 14+ years in the financial services industry

On a personal note, Devyn enjoys spending time with her friends and family, spending time in her garden, traveling, being a foodie with the amazing restaurants in the Twin Cities and listening to audiobooks. Devyn also volunteers in her community, specifically the Children's Defense Fund organization.

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Robert Lozinski-McLean

Robert Lozinski-McLean

Client Service Specialist

Personal Intro

  • BS - Education - South Dakota State University
  • MEd - Counseling and Human Resource Development - South Dakota State University
  • 4+ years in the financial services industry

On a personal note, Robert enjoys being outside in nature, traveling the world and spending time with his friends and family. In Roberts free time, he coaches volleyball for a local high school and stays active in his community.

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Garrett Hammerstrom

Garrett Hammerstrom

Insurance Specialist

Personal Intro

  • BS - Finance - Minnesota State University, Mankato
  • 17 years of Financial Planning and Risk Management experience

On a personal note, Garrett enjoys spending time with his wife, Jen and two daughters, Ave (4) and Emma (3) at their home in Lakeville. Garrett looks forward to summers at the lake, Minnesota sports, staying active which typically includes grilling and anything his daughters are in to.

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Katy Anderson

Katy Anderson

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ professional

Personal Intro

  • BS - Finance - St. Cloud State University
  • MBA - Finance - University of Minnesota, Carlson School of Business

On a personal note, Katy enjoys spending time with her two daughters, walks along the river, reading, traveling and staying busy with her two dogs.

Qualifications

  • Katy currently holds series 66 and series 7 licensure.

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Tiffiney Taylor

Tiffiney Taylor

Financial Planning Assistant

Personal Intro

  • 5+ years in private wealth management practices.
  • Board Experience in various non-profits, foundations and scholarship funds.
  • Entrepeneur in a variety of business settings: marketing, human resources, etc.

On a personal note, Tiffiney enjoys traveling and being out in nature, which has included summiting Mt. Kilimanjaro and teaching about Permaculture in Haiti. Tiffiney and her family love any and all things outdoors.

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Dennis Cruikshank

Dennis Cruikshank

Financial Planning Specialist

Personal Intro

  • BBA - Business Administration and Management - University of St. Thomas
  • 25+ years working in the financial services industry

On a personal note, in Dennis' free time he enjoys golfing, traveling to various tropical destinations and frequenting many major sporting events.

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Jordan Shockley

Jordan Shockley

Financial Planning Assistant

Personal Intro

  • BS - Transportation and Logistics Management - University of Wisconsin Superior

On a personal note, in Jordan's free time, he enjoys golfing, getting together with his friends and considers himself a big-time Minnesota Wild fan.

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