Legacy Financial Partners

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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

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Advisors

John Lenarz

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit John Lenarz'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

Summer Pendleton

Summer Pendleton

Paraplanner

Jessica Evans

Jessica Evans

Client Service Manager

Dan Lambert

Dan Lambert

Operations Specialist

Shantal Borud

Shantal Borud

Operations Specialist

Chantel Miller

Chantel Miller

Operations Manager

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer of Legacy Financial Partners
Amanda Bayer

Amanda Bayer

Operations Specialist

Dhrumil Gala

Dhrumil Gala

Operations Specialist

Mallory Brown

Mallory Brown

Marketing Manager

Kathie Hickcox

Kathie Hickcox

Event Planner

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist