The Team

Legacy Financial Partners

Our Advisors

Joel Bird

Joel Bird

Private Wealth Advisor

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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

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Jessalyn Thompson

Jessalyn Thompson

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Tax Planning Strategies
  • Investments

Education

Bachelor of Science, 2007, Finance, Minnesota State University, Moorhead, MN

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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

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Our Staff

Bethany Jordan

Bethany Jordan

Client Service Specialist

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Chantel Miller

Chantel Miller

Operations Manager

Travis Dahl

Travis Dahl

Investment Manager

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

Nicky Orgaard

Nicky Orgaard

Administrative Assistant