Legacy 29 Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Legacy 29 Wealth Advisors
Team photo for Legacy 29 Wealth Advisors

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Advisors

Advisor photo for Jeff Mitchell

Jeff Mitchell

CRPC, APMA

Associate Manager

Managing Director
Visit Jeff Mitchell's website
Advisor photo for Eric Breecher

Eric Breecher

CRPC, APMA

Financial Advisor

Managing Director
Visit Eric Breecher's website
Advisor photo for Taylor Mitchell

Taylor Mitchell

CFP®, MBA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Taylor Mitchell's website
Advisor photo for David Witthuhn

David Witthuhn

CRPC

Financial Advisor

Managing Director
Visit David Witthuhn's website
Advisor photo for Casey Sullivan

Casey Sullivan

CFP®

Associate Manager ACD

Financial Advisor
Visit Casey Sullivan's website


Team

Jen McDowell

Jen McDowell

Client Service Associate

Roles & Responsibilities

  • Calendar management for Jeff, client requests for cash and other servcie items
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Sara Kaitlyn Mitchell

Sara Kaitlyn Mitchell

Registered Client Service Associate

Qualifications

  • FINRA Securities Industry Exam (SIE)

  • FINRA Series 7

  • FINRA Series 66

  • Washington State Life & Disability Insurance License

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Henry LeMaster

Henry LeMaster

Registered Client Service Associate