The Team

Legacy Financial Partners

Our Advisors

Joel Bird

Joel Bird

Private Wealth Advisor

More about me...

Designations

CFP®, BFA, CRPC®, APMA®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution

Education

Bachelor of Accountancy University of North Dakota 1999
CA Insurance #0K17417 AR License #5742870

VISIT MY WEBSITE

Jody Olney

Jody Olney

Financial Advisor

More about me...

Designations

CFP®, CPA, MBA, APMA®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Education

Master of Business Administration University of North Dakota 2007, Bachelor of Business Administration University of North Dakota 1996

VISIT MY WEBSITE

Christian Walter

Christian Walter

Financial Advisor

More about me...

Designations

BFA, APMA®

Top Areas of Focus

  • Investment Management
  • Tax Planning Strategies
  • Insurance

Education

BA, Financial Planning and Wellness Management - University of Jamestown, 2018, BA, Business Administration - University of Jamestown, 2018

VISIT MY WEBSITE

Our Staff

Beth Jordan

Beth Jordan

Administrative Assistant

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Chantel Miller

Chantel Miller

Operations Manager

Travis Dahl

Travis Dahl

Investment Specialist

Mallory Sand

Mallory Sand

Marketing Manager

Sheila Murphy

Sheila Murphy

Administrative Assistant

Sandy Ressler

Sandy Ressler

Financial Planning Specialist

Amanda Herber

Amanda Herber

Operations Specialist

Stephanie Schultz

Stephanie Schultz

Marketing Consultant