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 Kirchmeier

CFP®, BFA, CRPC, CDFA®, APMA, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jason Kirchmeier's website

Sarah S Rooney

CFP®, BFA, CRPC, APMA, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Visit Sarah S Rooney's website

Christopher Swanson

CFP®, BFA, APMA, CRPC, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Christopher Swanson's website

Tyler M Richter

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Tyler M Richter's website

Jodael Deralus

M Acc, BFA, APMA

Financial Advisor

Visit Jodael Deralus's website


Team

Anita Cysewski

Anita Cysewski

Administrative Assistant

Sheila Murphy

Sheila Murphy

Administrative Assistant

Bethany Jordan

Bethany Jordan

Client Service Manager

Jessica Evans

Jessica Evans

Client Service Manager

Debi Weisz

Debi Weisz

Paraplanner,

Behavioral Financial Advisor
Austyn Brinkerhoff

Austyn Brinkerhoff

Financial Planning Specialist

Dan Lambert

Dan Lambert

Operations Specialist

Shantal Borud

Shantal Borud

Operations Specialist

Chantel Miller

Chantel Miller

Operations Manager

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer of Legacy Financial Partners
Amanda Bayer

Amanda Bayer

Operations Specialist

Dhrumil Gala

Dhrumil Gala

Operations Specialist

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Kathie Hickcox

Kathie Hickcox

Event Planner

Mallory Brown

Mallory Brown

Marketing Manager