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 Amy Leopold

Amy Leopold

BFA, APMA®, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Amy Leopold'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

Jessica Tichy

Jessica Tichy

Client Service Coordinator

Erin Pietz

Erin Pietz

Administrative Assistant

Charlie Fuder

Charlie Fuder

Client Concierge

Jessica Evans

Jessica Evans

Client Service Manager

Holly Mitchell

Holly Mitchell

Human Resources Coordinator

Chantel Miller

Chantel Miller

Operations Manager

Amanda Bayer

Amanda Bayer

Operations Specialist

Dhrumil Gala

Dhrumil Gala

Data & Reporting Analyst

Shantal Borud

Shantal Borud

Operations Specialist

Dan Lambert

Dan Lambert

Operations Specialist

Mallory Brown

Mallory Brown

Practice Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Director

Gracyn Brennan

Gracyn Brennan

Marketing Specialist

Brennan Thompson

Brennan Thompson

Investment Operations Specialist