Legacy Financial Partners

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Lyndsey Filkowski

Lyndsey Filkowski

APMA®

Financial Advisor

Visit Lyndsey Filkowski's website
Steven Schneider

Steven Schneider

APMA®

Financial Advisor

Visit Steven Schneider's website

Team

Karen Beede

Karen Beede

Client Service Specialist

Mallory Brown

Mallory Brown

Marketing Manager

Shaun Campbell

Shaun Campbell

Financial Planning Specialist

Travis Dahl

Travis Dahl

Investment Manager

Kayla Dolechek

Kayla Dolechek

Administrative Assistant

Jodi Fiedler

Jodi Fiedler

Operations Manager

Amanda Herber

Amanda Herber

Operations Specialist

Chantel Miller

Chantel Miller

Operations Manager

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer
Kendra Reimers

Kendra Reimers

Financial Planning Specialist

Sandy Ressler

Sandy Ressler

Financial Planning Specialist

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

David Ziola

David Ziola

Operations Specialist