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

Jason Bedford

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jason Bedford's website

Tayler J Draeger

BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Visit Tayler J Draeger's website

Mark James Sorenson

BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Visit Mark James Sorenson's website

Ethan Olson

APMA, BFA

Financial Advisor

Visit Ethan Olson's website

Christopher Swanson

CFP®, BFA, APMA, CRPC, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Christopher Swanson's website

Jodael Deralus

M Acc, BFA, APMA

Financial Advisor

Visit Jodael Deralus's website


Team

Paige Koepplin

Paige Koepplin

Administrative Assistant

Triston Emke

Triston Emke

Client Concierge

Austyn Brinkerhoff

Austyn Brinkerhoff

Financial Planning Specialist

Jessica Evans

Jessica Evans

Client Service Manager

Mallory Brown

Mallory Brown

Marketing Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer of Legacy Financial Partners
Shantal Borud

Shantal Borud

Operations Specialist

Dhrumil Gala

Dhrumil Gala

Operations Specialist

Dan Lambert

Dan Lambert

Operations Specialist

Chantel Miller

Chantel Miller

Operations Manager

Amanda Bayer

Amanda Bayer

Operations Specialist