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

David Schlafman

David Schlafman

CFP®, APMA®

Private Wealth Advisor

Visit David Schlafman's website
Mark Westgard

Mark Westgard

CRPC®, APMA®

Financial Advisor

Visit Mark Westgard's website
Joe Branca

Joe Branca

CFP®, APMA®

Financial Advisor

Visit Joe Branca's website
David Mickelson

David Mickelson

CFP®, CRPC®, CLTC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit David Mickelson's website
Angela K Schwartz

Angela K Schwartz

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Angela K Schwartz's website
Devin Melvie

Devin Melvie

BFA, APMA®, CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Devin Melvie's website

Team

Shaun Campbell

Shaun Campbell

Financial Planning Specialist

Travis Dahl

Travis Dahl

Investment Manager

Amanda Herber

Amanda Herber

Operations Specialist

Beth Jordan

Beth Jordan

Client Service Manager

Chantel Miller

Chantel Miller

Operations Manager

Sheila Murphy

Sheila Murphy

Administrative Assistant

Nicky Orgaard

Nicky Orgaard

Administrative Assistant

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

Deb Ryckman

Deb Ryckman

Paraplanner

Mallory Sand

Mallory Sand

Marketing Manager

Stephanie Schultz

Stephanie Schultz

Marketing Consultant

David Ziola

David Ziola

Operations Specialist