Legacy Financial Partners

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Legacy Financial Partners
Team photo for Legacy Financial Partners

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Advisors

Advisor photo for Jody Olney

Jody Olney

CFP®, CPA, MBA, APMA®, CRPC, BFA

Financial Advisor

Certified Public Accountant
Visit Jody Olney's website
Advisor photo for Joel Bird

Joel Bird

CFP®, BFA, CRPC, APMA®, CLTC®, CEPA®

Private Wealth Advisor

Chief Executive Officer of Legacy Financial Partners
Visit Joel Bird's website
Advisor photo for Jessalyn Thompson

Jessalyn Thompson

CRPC

Financial Advisor

Visit Jessalyn Thompson's website
Advisor photo for Travis Dahl

Travis Dahl

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Travis Dahl's website
Advisor photo for Christopher Swanson

Christopher Swanson

CFP®, BFA, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Christopher Swanson's website
Advisor photo for Jodael Deralus

Jodael Deralus

M Acc, BFA, APMA®

Financial Advisor

Visit Jodael Deralus's website


Team

Anita Cysewski

Anita Cysewski

Administrative Assistant

Sheila Murphy

Sheila Murphy

Administrative Assistant

Bethany Jordan

Bethany Jordan

Client Service Manager

Jessica Evans

Jessica Evans

Client Service Manager

Chantel Miller

Chantel Miller

Operations Manager

Amanda Bayer

Amanda Bayer

Operations Specialist

Dhrumil Gala

Dhrumil Gala

Data & Reporting Analyst

Mallory Brown

Mallory Brown

Practice Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Director

Kathie Hickcox

Kathie Hickcox

Event Planner

Dan Lambert

Dan Lambert

Operations Specialist

Shantal Borud

Shantal Borud

Operations Specialist

Holly Mitchell

Holly Mitchell

Human Resources Coordinator