The Team

Legacy Financial Partners

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Our Advisors

Joel Bird

Joel Bird

Private Wealth Advisor

More about me...

Designations

CFP®, BFA, CRPC®, APMA®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution

Education

Bachelor of Accountancy University of North Dakota 1999
CA Insurance #0K17417 AR License #5742870

VISIT MY WEBSITE

Jody Olney

Jody Olney

Financial Advisor

More about me...

Designations

CFP®, CPA, MBA, APMA®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Education

Master of Business Administration University of North Dakota 2007, Bachelor of Business Administration University of North Dakota 1996

VISIT MY WEBSITE

Jessalyn Thompson

Jessalyn Thompson

Financial Advisor

More about me...

Top Areas of Focus

  • Family Finances
  • Tax Planning Strategies
  • Investments

Education

Bachelor of Science, 2007, Finance, Minnesota State University, Moorhead, MN

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Our Staff

Travis Dahl

Travis Dahl

Investment Manager

Amanda Herber

Amanda Herber

Operations Specialist

Bethany Jordan

Bethany Jordan

Client Service Specialist

Chantel Miller

Chantel Miller

Operations Manager

Sheila Murphy

Sheila Murphy

Administrative Assistant

Receptionist
Nicky Orgaard

Nicky Orgaard

Administrative Assistant

Sandy Ressler

Sandy Ressler

Financial Planning Specialist

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Mallory Sand

Mallory Sand

Marketing Manager

Stephanie Schultz

Stephanie Schultz

Marketing Consultant

David Ziola

David Ziola

Operations Specialist