Legacy Private Wealth Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Advisors

Timothy Jon Werner

Timothy Jon Werner

MBA, CFP®, APMA®

Private Wealth Advisor

President of Legacy Private Wealth Group
Visit Timothy Jon Werner's website
Richard D Dworsky

Richard D Dworsky

CFP®, CLU®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Richard D Dworsky's website
Matthew Kley

Matthew Kley

CFP®, CRPC®, MBA, CMFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Matthew Kley's website
Jason Heath

Jason Heath

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Jason Heath's website
Christopher Roloff

Christopher Roloff

CRPC®, APMA®, MBA

Financial Advisor

Financial Planning Specialist
Visit Christopher Roloff's website
W Scott Kindrick

W Scott Kindrick

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit W Scott Kindrick's website
Barton C Kosen

Barton C Kosen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Barton C Kosen's website
Leisa Kay Olson

Leisa Kay Olson

CFP®, APMA®, CRPC®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Leisa Kay Olson's website
Robert Shinar

Robert Shinar

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Robert Shinar's website
Bennett Cooper

Bennett Cooper

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bennett Cooper's website
Ayo Idowu

Ayo Idowu

Financial Advisor

Visit Ayo Idowu's website

Team

Melissa Werner

Melissa Werner

Operations Manager

Personal Intro

  • BS University of Minnesota Moorhead, Business
  • Melissa is married to Tim. In her free time, she enjoys spending time with family, boating, gardening, cooking, & reading.
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Folke Baxter

Folke Baxter

Client Service Manager

Personal Intro

  • Attended Lakewood Community College
  • 20 Years working in the financial services field
  • In his free time, Folke enjoys swimming, tennis and spending time with friends and family or spending time at the cabin.
  • He also volunteers each year with the Feed My Starving Children organization.
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Kristine Stamps

Kristine Stamps

Client Service Specialist

April Brady

April Brady

Client Service Specialist

Personal Intro

  • BA Augustana College, Biology & Business Administration-Marketing
  • Four years working in the financial services industry
  • On a personal note, April enjoys spending time with family and friends, Pilates, pickleball, reading, and traveling
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Jamie Rahm

Jamie Rahm

Client Service Specialist

Personal Intro

  • Pursuing a Bachelor of science degree in psychology at the University of Maryland
  • 9 years as an HR Specialist in the U.S Army
  • For fun Jamie enjoys reading, exercise and being with her family
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Katy Anderson

Katy Anderson

Financial Planning Specialist

Tiffiney Taylor

Tiffiney Taylor

Financial Planning Assistant