Legacy Financial Partners

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.


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Legacy Financial Partners: An Ameriprise advisory practice serving the Bismarck, ND area.
Legacy Financial Partners: An Ameriprise advisory practice serving the Bismarck, ND area.

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Advisors

Sarah S Rooney, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Sarah S Rooney

CFP®, CRPC, APMA, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Visit Sarah S Rooney's website
Christopher Swanson, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Christopher Swanson

BFA, APMA, CRPC, CLTC®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Christopher Swanson's website
Tyler M Richter, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Tyler M Richter

BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Visit Tyler M Richter's website


Team

Sheila Murphy

Sheila Murphy

Administrative Assistant

Mary Lamon

Mary Lamon

Administrative Assistant

Bethany Jordan

Bethany Jordan

Client Service Manager

Debi Weisz

Debi Weisz

Paraplanner,

Behavioral Financial Advisor
Dylan Fleck

Dylan Fleck

Paraplanner

Brayden Shushok

Brayden Shushok

Financial Planning Specialist

Kendra Johnson

Kendra Johnson

Financial Planning Specialist

Shaun Campbell

Shaun Campbell

Financial Planning Specialist

Katie Baker

Katie Baker

Client Service Manager

Austin Weber

Austin Weber

Client Service Specialist

Teddi Jo Paulson

Teddi Jo Paulson

Business Development Manager,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Qualifications

  • CERTIFIED FINANCIAL PLANNER

    BEHAVIORAL FINANCIAL ADVISOR

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Natalie Walz

Natalie Walz

Executive Assistant

Chantel Miller

Chantel Miller

Operations Manager

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer of Legacy Financial Partners
Amanda Herber

Amanda Herber

Operations Specialist

David Ziola

David Ziola

Operations Specialist,

Certified Public Accountant

Qualifications

  • CHARTERED RETIREMENT PLANNING COUNCELOR

    ACCREDITIED PORTFOLIO MANAGEMENT ADVISOR

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Mallory Brown

Mallory Brown

Marketing Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Kathie Hickcox

Kathie Hickcox

Marketing Specialist

Jill Trygg

Jill Trygg

Marketing Consultant