Legacy Financial Partners

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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

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Advisors

Advisor photo for Dean Hepper

Dean Hepper

APMA

Financial Advisor

Visit Dean Hepper's website
Advisor photo for Tayler J Draeger

Tayler J Draeger

BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Visit Tayler J Draeger's website
Advisor photo for Mark James Sorenson

Mark James Sorenson

BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Visit Mark James Sorenson's website
Advisor photo for Christopher Swanson

Christopher Swanson

CFP®, BFA, APMA, CRPC, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Christopher Swanson's website
Advisor photo for Brooke Jenae Robertson

Brooke Jenae Robertson

APMA, BFA

Financial Advisor

Behavioral Financial Advisor
Visit Brooke Jenae Robertson's website


Team

Paige Koepplin

Paige Koepplin

Administrative Assistant

Vicki Hepper

Vicki Hepper

Administrative Assistant

Courtney Buth

Courtney Buth

Paraplanner

Brayden Shushok

Brayden Shushok

Financial Planning Specialist

Kendra Johnson

Kendra Johnson

Financial Planning Specialist

Shaun Campbell

Shaun Campbell

Financial Planning Specialist

Jessica Evans

Jessica Evans

Client Service Manager

Katie Baker

Katie Baker

Client Service Manager

Teddi Jo Paulson

Teddi Jo Paulson

Business Development Manager

Qualifications

  • CERTIFIED FINANCIAL PLANNER

    BEHAVIORAL FINANCIAL ADVISOR

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Natalie Walz

Natalie Walz

Executive Assistant

Dylan Fleck

Dylan Fleck

Paraplanner

Ethan Olson

Ethan Olson

Paraplanner

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer of Legacy Financial Partners
Chantel Miller

Chantel Miller

Operations Manager

Amanda Bayer

Amanda Bayer

Operations Specialist

Amanda Herber

Amanda Herber

Operations Specialist

Mallory Brown

Mallory Brown

Marketing Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Jill Trygg

Jill Trygg

Marketing Consultant