Legacy Financial Partners

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

Devin Melvie

Devin Melvie

BFA, APMA®, CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Devin Melvie's website
David Schlafman

David Schlafman

CFP®, APMA®

Private Wealth Advisor

Visit David Schlafman's website
Mark Westgard

Mark Westgard

CRPC®, APMA®

Financial Advisor

Visit Mark Westgard's website
Angela K Schwartz

Angela K Schwartz

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Angela K Schwartz's website

Team

Mallory Brown

Mallory Brown

Marketing Manager

Shaun Campbell

Shaun Campbell

Financial Planning Specialist

Travis Dahl

Travis Dahl

Investment Manager

Amanda Herber

Amanda Herber

Operations Specialist

Beth Jordan

Beth Jordan

Client Service Manager

Chantel Miller

Chantel Miller

Operations Manager

Sheila Murphy

Sheila Murphy

Administrative Assistant

Nicky Orgaard

Nicky Orgaard

Administrative Assistant

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer
Kendra Reimers

Kendra Reimers

Financial Planning Specialist

Sandy Ressler

Sandy Ressler

Financial Planning Specialist

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Deb Ryckman

Deb Ryckman

Paraplanner

David Ziola

David Ziola

Operations Specialist