Legacy 29 Wealth Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Legacy 29 Wealth Advisors
Team photo for Legacy 29 Wealth Advisors

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Advisors

Advisor photo for Casey Sullivan

Casey Sullivan

CFP®

Associate Manager ACD

Financial Advisor
Visit Casey Sullivan's website
Advisor photo for Jeff Mitchell

Jeff Mitchell

CRPC, APMA®

Private Wealth Advisor

Managing Director
Visit Jeff Mitchell's website
Advisor photo for Taylor Mitchell

Taylor Mitchell

CFP®, MBA, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Taylor Mitchell's website
Advisor photo for Alan David Blinn

Alan David Blinn

CFP®, APMA®

Private Wealth Advisor

Managing Director
Visit Alan David Blinn's website
Advisor photo for Eric Breecher

Eric Breecher

CRPC, APMA®

Financial Advisor

Managing Director
Visit Eric Breecher's website
Advisor photo for Jen M. Jedda

Jen M. Jedda

Financial Advisor

Visit Jen M. Jedda's website
Advisor photo for Sara Mitchell

Sara Mitchell

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Sara Mitchell's website


Team

Jen McDowell

Jen McDowell

Lead Client Service Associate

Safa Obaid

Safa Obaid

Client Service Associate

Bryce McMichael

Bryce McMichael

Registered Client Service Associate