Legacy Private Wealth Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Timothy Jon Werner

Timothy Jon Werner

MBA, CFP®, APMA®

Private Wealth Advisor

President of Legacy Private Wealth Group
Visit Timothy Jon Werner's website
Richard D Dworsky

Richard D Dworsky

CFP®, CLU®, CRPC®, APMA®, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Richard D Dworsky's website
Matthew Kley

Matthew Kley

CFP®, CRPC®, MBA, CMFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Matthew Kley's website
Jason Heath

Jason Heath

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Jason Heath's website
Christopher Roloff

Christopher Roloff

CRPC®, APMA®, MBA

Financial Advisor

Financial Planning Specialist
Visit Christopher Roloff's website
W Scott Kindrick

W Scott Kindrick

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit W Scott Kindrick's website
Barton C Kosen

Barton C Kosen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Barton C Kosen's website
Leisa Kay Olson

Leisa Kay Olson

CFP®, APMA®, CRPC®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Leisa Kay Olson's website
Robert Shinar

Robert Shinar

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Robert Shinar's website
Jacob Stark

Jacob Stark

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jacob Stark's website
Ayo Idowu

Ayo Idowu

Financial Advisor

Visit Ayo Idowu's website
Jacob Barrie

Jacob Barrie

MBA

Financial Advisor

Visit Jacob Barrie's website

Team

Melissa Werner

Melissa Werner

Operations Manager

Personal Intro

  • BS University of Minnesota Moorhead, Business
  • Melissa is married to Tim. In her free time, she enjoys spending time with family, boating, gardening, cooking, & reading.
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Folke Baxter

Folke Baxter

Client Service Manager

Personal Intro

  • Attended Lakewood Community College
  • 20 Years working in the financial services field
  • In his free time, Folke enjoys swimming, tennis and spending time with friends and family or spending time at the cabin.
  • He also volunteers each year with the Feed My Starving Children organization.
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Kristine Stamps

Kristine Stamps

Client Service Specialist

April Brady

April Brady

Client Service Specialist

Personal Intro

  • BA Augustana College, Biology & Business Administration-Marketing
  • 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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Katy Anderson

Katy Anderson

Financial Planning Specialist

Hannah Beebe

Hannah Beebe

Client Service Coordinator

Philip Cade

Philip Cade

Financial Planning Assistant