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 Sarah S Rooney

Sarah S Rooney

CFP®, BFA, CRPC, APMA, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Visit Sarah S Rooney's website
Advisor photo for Christopher Swanson

Christopher Swanson

BFA, APMA, CRPC, CLTC®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Christopher Swanson's website
Advisor photo for Tyler M Richter

Tyler M Richter

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Tyler M Richter's website
Advisor photo for Brooke Jenae Robertson

Brooke Jenae Robertson

APMA, BFA

Financial Advisor

Behavioral Financial Advisor
Visit Brooke Jenae Robertson's website
Advisor photo for Alexis K Larson

Alexis K Larson

Financial Advisor

Visit Alexis K Larson'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

Amanda Bayer

Amanda Bayer

Operations Specialist

EmaLee Dressler

EmaLee Dressler

Client Service Coordinator

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

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

Mallory Brown

Mallory Brown

Marketing Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Kathie Hickcox

Kathie Hickcox

Marketing Specialist

Jill Trygg

Jill Trygg

Marketing Consultant