Legacy Financial Partners

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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

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Advisors

Advisor photo for Heidi Carrels

Heidi Carrels

BFA, APMA®, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Heidi Carrels's website
Advisor photo for Joshua Bowen

Joshua Bowen

CRPC, APMA®, CRPS

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Joshua Bowen's website
Advisor photo for Dennis Mears

Dennis Mears

BFA, CLTC®, APMA®

Financial Advisor

Certified Long Term Care
Visit Dennis Mears's website
Advisor photo for Christopher Swanson

Christopher Swanson

CFP®, BFA, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Christopher Swanson's website
Advisor photo for Jodael Deralus

Jodael Deralus

M Acc, BFA, APMA®

Financial Advisor

Visit Jodael Deralus's website


Team

Angela Heagley

Angela Heagley

Administrative Assistant

Diane Torigian

Diane Torigian

Client Service Coordinator

Brady Rohrbach

Brady Rohrbach

Client Concierge

Jessica Evans

Jessica Evans

Client Service Manager

David Kalt

David Kalt

Paraplanner

Amanda Bayer

Amanda Bayer

Operations Specialist

Chantel Miller

Chantel Miller

Operations Manager

Dan Lambert

Dan Lambert

Operations Specialist

Dhrumil Gala

Dhrumil Gala

Data & Reporting Analyst

Shantal Borud

Shantal Borud

Operations Specialist

Mallory Brown

Mallory Brown

Practice Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Director

Holly Mitchell

Holly Mitchell

Human Resources Coordinator