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 collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

David Schlafman, Private Wealth Advisor serving the Bismarck, ND area - Ameriprise Advisors

David Schlafman

CFP®, CLTC®, APMA®

Private Wealth Advisor

Visit David Schlafman's website
Mark Westgard, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Mark Westgard

CRPC®, APMA®

Financial Advisor

Visit Mark Westgard's website
Angela K Schwartz, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Angela K Schwartz

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Angela K Schwartz's website
Tyler M Richter, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Tyler M Richter

APMA®

Financial Advisor

Visit Tyler M Richter's website
Christopher Swanson, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Christopher Swanson

BFA, APMA®, CRPC®, CLTC®

Financial Advisor

Visit Christopher Swanson's website

Team

Mary Lamon

Administrative Assistant

Sheila Murphy

Sheila Murphy

Administrative Assistant

Beth Jordan

Beth Jordan

Client Service Manager

Kathie Hickcox

Kathie Hickcox

Client Service Coordinator

Deb Ryckman

Deb Ryckman

Paraplanner

Katherine Schulz

Katherine Schulz

Paraplanner

Teddi Jo Paulson

Teddi Jo Paulson

Business Development Manager

Brayden Shushok

Brayden Shushok

Financial Planning Specialist

Kendra Reimers

Kendra Reimers

Financial Planning Specialist

Shaun Campbell

Shaun Campbell

Financial Planning Specialist

Sandy Ressler

Sandy Ressler

Financial Planning Specialist

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer
Chantel Miller

Chantel Miller

Operations Manager

Amanda Herber

Amanda Herber

Operations Specialist

David Ziola

David Ziola

Operations Specialist

Natalie Ploessl

Natalie Ploessl

Executive Assistant

Mallory Brown

Mallory Brown

Marketing Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Jill Trygg

Jill Trygg

Marketing Consultant