The Team

Legacy Financial Partners

Our Advisors

Loren Melvie

Loren Melvie

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
CA Insurance #0I72521 AR License #654854

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David Schlafman

David Schlafman

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

The University of North Dakota, Grand Forks, ND, Bachelor of Business Administration, 2000
CA Insurance #0I72952 AR License #5740280

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Joe Branca

Joe Branca

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business

Education

BA, Business Administration, Finance - University of North Dakota, 2005

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David Mickelson

David Mickelson

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

Bachelor of Business Administration - University of North Dakota

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Angela K Schwartz

Angela K Schwartz

Financial Advisor

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Designations

BFA, APMA®

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investment Management

Education

BS, Accounting and Finance - Dickinson State University, 2016, BS, Business Administration - Dickinson State University, 2016

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Devin Melvie

Devin Melvie

Financial Advisor

More about me...

Designations

BFA, APMA®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances

Education

BS, Accountancy - Arizona State University, W.P. Carey School of Business, 2017

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Our Staff

Travis Dahl

Travis Dahl

Investment Manager

Beth Jordan

Beth Jordan

Client Service Specialist

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Chantel Miller

Chantel Miller

Operations Manager

Sheila Murphy

Sheila Murphy

Administrative Assistant

Deb Ryckman

Deb Ryckman

Paraplanner

Mallory Sand

Mallory Sand

Marketing Manager

Sandy Ressler

Sandy Ressler

Financial Planning Specialist

Amanda Herber

Amanda Herber

Operations Specialist

Stephanie Schultz

Stephanie Schultz

Marketing Consultant

Nicky Orgaard

Nicky Orgaard

Administrative Assistant