Legacy Financial Partners

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


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Team photo for Legacy Financial Partners
Team photo for Legacy Financial Partners

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Advisors

Advisor photo for Christopher Swanson

Christopher Swanson

BFA, APMA, CRPC, CLTC®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Christopher Swanson's website
Advisor photo for Joe Branca

Joe Branca

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Joe Branca's website
Advisor photo for Brooke Jenae Robertson

Brooke Jenae Robertson

APMA, BFA

Financial Advisor

Behavioral Financial Advisor
Visit Brooke Jenae Robertson's website


Team

Jessica Tichy

Jessica Tichy

Client Service Coordinator

Teddi Jo Paulson

Teddi Jo Paulson

Business Development Manager

Qualifications

  • CERTIFIED FINANCIAL PLANNER

    BEHAVIORAL FINANCIAL ADVISOR

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Jessica Evans

Jessica Evans

Client Service Manager

Katie Baker

Katie Baker

Client Service Manager

Brayden Shushok

Brayden Shushok

Financial Planning Specialist

Shaun Campbell

Shaun Campbell

Financial Planning Specialist

Dylan Fleck

Dylan Fleck

Paraplanner

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer of Legacy Financial Partners
Chantel Miller

Chantel Miller

Operations Manager

Amanda Bayer

Amanda Bayer

Operations Specialist

Amanda Herber

Amanda Herber

Operations Specialist

Natalie Walz

Natalie Walz

Executive Assistant

Mallory Brown

Mallory Brown

Marketing Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Jill Trygg

Jill Trygg

Marketing Consultant