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

Jody Olney

CFP®, CPA, MBA, APMA, CRPC, BFA, CLTC®

Financial Advisor

Certified Public Accountant
Visit Jody Olney's website

Joel Bird

CFP®, BFA, CRPC, APMA, CLTC®

Private Wealth Advisor

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

Jessalyn Thompson

CRPC

Financial Advisor

Visit Jessalyn Thompson's website

Travis Dahl

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Travis Dahl's website

Christopher Swanson

CFP®, BFA, APMA, CRPC, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Christopher Swanson's website

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

Dan Lambert

Dan Lambert

Operations Specialist

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer of Legacy Financial Partners
Shantal Borud

Shantal Borud

Operations Specialist

Chantel Miller

Chantel Miller

Operations Manager

Amanda Bayer

Amanda Bayer

Operations Specialist

Dhrumil Gala

Dhrumil Gala

Operations Specialist

Mallory Brown

Mallory Brown

Marketing Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Kathie Hickcox

Kathie Hickcox

Event Planner