Legacy Financial Partners

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Joel Bird

Joel Bird

CFP®, BFA, CRPC®, APMA®, CLTC®

Private Wealth Advisor

Chief Executive Officer of Legacy Financial Partners
Visit Joel Bird's website
Jody Olney

Jody Olney

CFP®, CPA, MBA, APMA®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jody Olney's website
Christian Walter

Christian Walter

BFA, APMA®

Financial Advisor

Visit Christian Walter's website

Team

Travis Dahl

Travis Dahl

Investment Manager

Amanda Herber

Amanda Herber

Operations Specialist

Beth Jordan

Beth Jordan

Administrative Assistant

Chantel Miller

Chantel Miller

Operations Manager

Sheila Murphy

Sheila Murphy

Administrative Assistant

Nicky Orgaard

Nicky Orgaard

Administrative Assistant

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer
Kendra Reimers

Kendra Reimers

Financial Planning Specialist

Sandy Ressler

Sandy Ressler

Financial Planning Specialist

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Mallory Sand

Mallory Sand

Marketing Manager

Stephanie Schultz

Stephanie Schultz

Marketing Consultant