Legacy Private Wealth Advisors

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

Stacey Fredrickson

Stacey Fredrickson

CRPC®, CLTC®

Private Wealth Advisor

Franchise Owner
Visit Stacey Fredrickson's website
Rory Peterson

Rory Peterson

CFP®, CRPC®, LUTCF

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Rory Peterson's website
Dale Charley Salazar

Dale Charley Salazar

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Dale Charley Salazar's website
Travis Bowden

Travis Bowden

Financial Advisor

Visit Travis Bowden's website
Alan Ayers

Alan Ayers

MBA

Financial Advisor

Business Financial Advisor
Visit Alan Ayers's website
Brian Walker

Brian Walker

CFP®, CLU®, ChFC®, LUTCF

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brian Walker's website

Team

Justin Smith

Justin Smith

Financial Planning Assistant,

Administrative Assistant
Kina Kendall

Kina Kendall

Executive Assistant

Qualifications

  • Public Notary
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Jamie Gale

Jamie Gale

Executive Assistant

Caroline Peterson

Caroline Peterson

Client Service Manager

Qualifications

  • Bachelors in Communications & Journalism
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Kimball Potter

Kimball Potter

Financial Planning Assistant