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

Duane P Heiling

BFA, ChFC®, CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Duane P Heiling's website

CJ Theis

BFA, APMA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit CJ Theis's website

Christopher Swanson

CFP®, BFA, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Christopher Swanson's website

Brooke Jenae Robertson

CFP®, APMA, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brooke Jenae Robertson's website


Team

Vicki Irlbeck

Vicki Irlbeck

Office Manager

Dylan Fleck

Dylan Fleck

Paraplanner

Brayden Shushok

Brayden Shushok

Financial Planning Specialist

Kendra Johnson

Kendra Johnson

Financial Planning Specialist

Teddi Jo Paulson

Teddi Jo Paulson

Business Development Manager

Qualifications

  • CERTIFIED FINANCIAL PLANNER

    BEHAVIORAL FINANCIAL ADVISOR

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Katie Baker

Katie Baker

Client Service Manager

Natalie Walz

Natalie Walz

Executive Assistant

Austyn Brinkerhoff

Austyn Brinkerhoff

Financial Planning Specialist

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer of Legacy Financial Partners
Jessica Evans

Jessica Evans

Client Service Manager

Chantel Miller

Chantel Miller

Operations Manager

Amanda Herber

Amanda Herber

Operations Specialist

Mallory Brown

Mallory Brown

Marketing Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Jill Trygg

Jill Trygg

Marketing Consultant