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.


close

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

View Larger


Advisors

Advisor photo for John Shaw

John Shaw

APMA®

Financial Advisor

Visit John Shaw'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 Bill Markovich

Bill Markovich

BFA, AIF®, APMA®

Financial Advisor

Visit Bill Markovich's website
Advisor photo for Jodael Deralus

Jodael Deralus

M Acc, BFA, APMA®

Financial Advisor

Visit Jodael Deralus's website


Team

Mary Gentilini

Mary Gentilini

Client Relationship Manager,

Office Manager
Margaret Shaw

Margaret Shaw

Client Service Coordinator

Stephanie LeDuc

Stephanie LeDuc

Paraplanner

Jessica Evans

Jessica Evans

Client Service Manager

Chantel Miller

Chantel Miller

Operations Manager

Dhrumil Gala

Dhrumil Gala

Data & Reporting Analyst

Dan Lambert

Dan Lambert

Operations Specialist

Amanda Bayer

Amanda Bayer

Operations Specialist

Shantal Borud

Shantal Borud

Operations Specialist

Mallory Brown

Mallory Brown

Practice Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Director

Holly Mitchell

Holly Mitchell

Human Resources Coordinator