Legacy Financial Partners

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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

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Advisors

Advisor photo for Jason Bedford

Jason Bedford

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Jason Bedford'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

CFP®, BFA, APMA®

Financial Advisor

Behavioral Financial Advisor
Visit Mark James Sorenson's website
Advisor photo for Ethan Olson

Ethan Olson

APMA®, BFA

Financial Advisor

Visit Ethan Olson'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

Paige Koepplin

Paige Koepplin

Administrative Assistant

Triston Emke

Triston Emke

Client Concierge

Jessica Evans

Jessica Evans

Client Service Manager

Mallory Brown

Mallory Brown

Practice Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Director

Gracyn Brennan

Gracyn Brennan

Marketing Specialist

Holly Mitchell

Holly Mitchell

Human Resources Coordinator

Dhrumil Gala

Dhrumil Gala

Data & Reporting Analyst

Dan Lambert

Dan Lambert

Operations Specialist

Chantel Miller

Chantel Miller

Operations Manager

Shantal Borud

Shantal Borud

Operations Specialist

Amanda Bayer

Amanda Bayer

Operations Specialist

Brennan Thompson

Brennan Thompson

Investment Operations Specialist