Legacy Financial Partners

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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

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Advisors

Advisor photo for Christopher Swanson

Christopher Swanson

BFA, APMA, CRPC, CLTC®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Christopher Swanson's website
Advisor photo for Brooke Jenae Robertson

Brooke Jenae Robertson

APMA, BFA

Financial Advisor

Behavioral Financial Advisor
Visit Brooke Jenae Robertson's website


Team

Michelle Porter

Michelle Porter

Client Service Coordinator

Ron Czmowski

Ron Czmowski

Office Manager

Dylan Fleck

Dylan Fleck

Paraplanner

Brayden Shushok

Brayden Shushok

Financial Planning Specialist

Kendra Johnson

Kendra Johnson

Financial Planning Specialist

Shaun Campbell

Shaun Campbell

Financial Planning Specialist

Jessica Evans

Jessica Evans

Client Service Manager

Katie Baker

Katie Baker

Client Service Manager

Ally Mullenbach

Ally Mullenbach

Paraplanner

Teddi Jo Paulson

Teddi Jo Paulson

Business Development Manager

Qualifications

  • CERTIFIED FINANCIAL PLANNER

    BEHAVIORAL FINANCIAL ADVISOR

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Natalie Walz

Natalie Walz

Executive Assistant

Chantel Miller

Chantel Miller

Operations Manager

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer of Legacy Financial Partners
Amanda Bayer

Amanda Bayer

Operations Specialist

Amanda Herber

Amanda Herber

Operations Specialist

Mallory Brown

Mallory Brown

Marketing Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Jill Trygg

Jill Trygg

Marketing Consultant