Financial planning doesn’t have to be complicated. Our team works with you to create strategies that fit your life today and your dreams for tomorrow. We’re here to offer more clarity, more confidence, and a partnership you can count on.

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Team photo for Legacy Financial Partners

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Our advisors

Advisor photo for Jason Bedford

Jason Bedford

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Jason Bedford Visit Jason Bedford's website
Advisor photo for Pattie J Wilber

Pattie J Wilber

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Pattie J Wilber Visit Pattie J Wilber's website
Advisor photo for Joel Bird

Joel Bird

CFP®, BFA, CRPC, APMA®, CLTC®, CEPA®

Private Wealth Advisor

Chief Executive Officer of Legacy Financial Partners
Learn more about Joel Bird Visit Joel Bird's website
Advisor photo for Joshua Bowen

Joshua Bowen

CRPC, APMA®, CRPS

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Joshua Bowen Visit Joshua Bowen's website
Advisor photo for Joe Branca

Joe Branca

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Joe Branca Visit Joe Branca's website
Advisor photo for Heidi Carrels

Heidi Carrels

BFA, APMA®, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Heidi Carrels Visit Heidi Carrels's website
Advisor photo for Travis Dahl

Travis Dahl

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Travis Dahl Visit Travis Dahl's website
Advisor photo for Tayler J Draeger

Tayler J Draeger

BFA, APMA®

Financial Advisor

Behavioral Financial Advisor
Learn more about Tayler J Draeger Visit Tayler J Draeger's website
Advisor photo for Jodael Deralus

Jodael Deralus

M Acc, BFA, APMA®

Financial Advisor

Learn more about Jodael Deralus Visit Jodael Deralus's website
Advisor photo for Tiffany Even

Tiffany Even

CFP®, BFA, CLTC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Tiffany Even Visit Tiffany Even's website
Advisor photo for Lyndsey Filkowski

Lyndsey Filkowski

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Lyndsey Filkowski Visit Lyndsey Filkowski's website
Advisor photo for Dylan Fleck

Dylan Fleck

BFA, APMA®

Financial Advisor

Learn more about Dylan Fleck Visit Dylan Fleck's website
Advisor photo for Bryan Gohn

Bryan Gohn

MBA, BFA, APMA®

Financial Advisor

Learn more about Bryan Gohn Visit Bryan Gohn's website
Advisor photo for CJ Hager

CJ Hager

CFP®, CMFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about CJ Hager Visit CJ Hager's website
Advisor photo for Duane P Heiling

Duane P Heiling

BFA, ChFC®, CRPC, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Duane P Heiling Visit Duane P Heiling's website
Advisor photo for Kristin Hill

Kristin Hill

BFA, APMA®, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Kristin Hill Visit Kristin Hill's website
Advisor photo for Robyn Jensen

Robyn Jensen

CFP®, BFA, MSFP

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Robyn Jensen Visit Robyn Jensen's website
Advisor photo for Jason Kirchmeier

Jason Kirchmeier

CFP®, BFA, CRPC, CDFA®, APMA®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Jason Kirchmeier Visit Jason Kirchmeier's website
Advisor photo for Amie Lamborn

Amie Lamborn

BFA, APMA®

Financial Advisor

Behavioral Financial Advisor
Learn more about Amie Lamborn Visit Amie Lamborn's website
Advisor photo for Alexis K Larson

Alexis K Larson

APMA®

Financial Advisor

Franchise Owner
Learn more about Alexis K Larson Visit Alexis K Larson's website
Advisor photo for John Lenarz

John Lenarz

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about John Lenarz Visit John Lenarz's website
Advisor photo for Amy Leopold

Amy Leopold

BFA, APMA®, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Amy Leopold Visit Amy Leopold's website
Advisor photo for Bill Markovich

Bill Markovich

BFA, AIF®, APMA®

Financial Advisor

Learn more about Bill Markovich Visit Bill Markovich's website
Advisor photo for Dennis Mears

Dennis Mears

BFA, CLTC®, APMA®

Financial Advisor

Certified Long Term Care
Learn more about Dennis Mears Visit Dennis Mears's website
Advisor photo for Devin Melvie

Devin Melvie

CFP®, BFA, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Devin Melvie Visit Devin Melvie's website
Advisor photo for Cory Meng

Cory Meng

BFA, APMA®

Financial Advisor

Learn more about Cory Meng Visit Cory Meng's website
Advisor photo for Tina Morey

Tina Morey

BFA, APMA®

Financial Advisor

Behavioral Financial Advisor
Learn more about Tina Morey Visit Tina Morey's website
Advisor photo for Kristopher Mrachek

Kristopher Mrachek

CFP®, BFA, APMA®, AEP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Kristopher Mrachek Visit Kristopher Mrachek's website
Advisor photo for Bradley D Ness

Bradley D Ness

CFP®, BFA, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Bradley D Ness Visit Bradley D Ness's website
Advisor photo for Jody Olney

Jody Olney

CFP®, CPA, MBA, APMA®, CRPC, BFA

Financial Advisor

Certified Public Accountant
Learn more about Jody Olney Visit Jody Olney's website
Advisor photo for Ethan Olson

Ethan Olson

APMA®, BFA

Financial Advisor

Learn more about Ethan Olson Visit Ethan Olson's website
Advisor photo for Thomas Pavlik

Thomas Pavlik

CFS®

Financial Advisor

Learn more about Thomas Pavlik Visit Thomas Pavlik's website
Advisor photo for Jonathan Wayne Pochop

Jonathan Wayne Pochop

CRPC, APMA®, CRPS

Financial Advisor

Learn more about Jonathan Wayne Pochop Visit Jonathan Wayne Pochop's website
Advisor photo for Tyler M Richter

Tyler M Richter

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Tyler M Richter Visit Tyler M Richter's website
Advisor photo for Sarah S Rooney

Sarah S Rooney

CFP®, BFA, CRPC, APMA®, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Learn more about Sarah S Rooney Visit Sarah S Rooney's website
Advisor photo for Kasey Russell

Kasey Russell

BFA, APMA®

Financial Advisor

Behavioral Financial Advisor
Learn more about Kasey Russell Visit Kasey Russell's website
Advisor photo for David Schlafman

David Schlafman

CFP®, BFA, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about David Schlafman Visit David Schlafman's website
Advisor photo for Steven Schneider

Steven Schneider

BFA, APMA®

Financial Advisor

Behavioral Financial Advisor
Learn more about Steven Schneider Visit Steven Schneider's website
Advisor photo for Angela K Schwartz

Angela K Schwartz

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Angela K Schwartz Visit Angela K Schwartz's website
Advisor photo for John Shaw

John Shaw

APMA®

Financial Advisor

Learn more about John Shaw Visit John Shaw's website
Advisor photo for Gayle Siebenbruner

Gayle Siebenbruner

BFA, APMA®, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Gayle Siebenbruner Visit Gayle Siebenbruner's website
Advisor photo for Mark James Sorenson

Mark James Sorenson

CFP®, BFA, APMA®

Financial Advisor

Behavioral Financial Advisor
Learn more about Mark James Sorenson Visit Mark James Sorenson's website
Advisor photo for Michael Stein

Michael Stein

CFP®, CLTC®

Financial Advisor

Learn more about Michael Stein Visit Michael Stein's website
Advisor photo for Christopher Swanson

Christopher Swanson

CFP®, BFA, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Christopher Swanson Visit Christopher Swanson's website
Advisor photo for Lexi Sortland

Lexi Sortland

BFA, APMA®, CRPC

Financial Advisor

Learn more about Lexi Sortland Visit Lexi Sortland's website
Advisor photo for CJ Theis

CJ Theis

BFA, APMA®, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about CJ Theis Visit CJ Theis's website
Advisor photo for Jessalyn Thompson

Jessalyn Thompson

CRPC

Financial Advisor

Learn more about Jessalyn Thompson Visit Jessalyn Thompson's website
Advisor photo for Olivia Torgrimson

Olivia Torgrimson

BFA, APMA®

Financial Advisor

Learn more about Olivia Torgrimson Visit Olivia Torgrimson's website
Advisor photo for Alan Van Delinder

Alan Van Delinder

BFA, CRPC, CLTC®, APMA®

Financial Advisor

Franchise Owner
Learn more about Alan Van Delinder Visit Alan Van Delinder's website
Advisor photo for Christian Walter

Christian Walter

BFA, APMA®, CIMA®

Financial Advisor

Investment Operations Director
Learn more about Christian Walter Visit Christian Walter's website
Advisor photo for Pat Wolff

Pat Wolff

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Pat Wolff Visit Pat Wolff's website
Advisor photo for Dylan Goodhart

Dylan Goodhart

BFA, APMA®

Financial Advisor

Learn more about Dylan Goodhart Visit Dylan Goodhart's website


Our team

Angela Heagley

Angela Heagley

Administrative Assistant

Anita Cysewski

Anita Cysewski

Administrative Assistant

Erin Pietz

Erin Pietz

Administrative Assistant

Jacquie Lahr

Jacquie Lahr

Administrative Assistant

Megan Van Vleet

Megan Van Vleet

Administrative Assistant

Miranda Richter

Miranda Richter

Administrative Assistant

Nancy Stockert

Nancy Stockert

Administrative Assistant

Nicholas O'Connor

Nicholas O'Connor

Administrative Assistant

Paige Koepplin

Paige Koepplin

Administrative Assistant

Sandy Tarrant

Sandy Tarrant

Client Relationship Manager

Sheila Murphy

Sheila Murphy

Administrative Assistant

Tara Pavlik

Tara Pavlik

Administrative Assistant

Anne-Marie Balcer

Anne-Marie Balcer

Client Concierge

Brady Rohrbach

Brady Rohrbach

Client Concierge

Carlette Schultz

Carlette Schultz

Client Concierge

Charlie Fuder

Charlie Fuder

Client Concierge

Lexi Heinle

Lexi Heinle

Client Concierge

Matt Dohman

Matt Dohman

Client Concierge

Triston Emke

Triston Emke

Client Concierge

EmaLee Dressler

EmaLee Dressler

Client Service Coordinator

Kayla Veach

Kayla Veach

Client Service Coordinator

Jessica Tichy

Jessica Tichy

Client Service Coordinator

Margaret Shaw

Margaret Shaw

Client Service Coordinator

Diane Torigian

Diane Torigian

Client Service Coordinator

Stacey Ell

Stacey Ell

Client Relationship Manager

Mary Gentilini

Mary Gentilini

Client Relationship Manager

Natalie Jensen

Natalie Jensen

Client Relationship Manager

Kimberly Kuntz

Kimberly Kuntz

Client Relationship Manager

Lee Zimney

Lee Zimney

Client Relationship Manager

Bethany Jordan

Bethany Jordan

Client Service Manager

Connie Rufer

Connie Rufer

Client Service Manager

Jessica Evans

Jessica Evans

Client Service Manager

Lindsay Rath

Lindsay Rath

Client Service Manager

Katie Baker

Katie Baker

Client Service Manager

Stacy Heinrichs

Stacy Heinrichs

Client Service Manager

Katelyn Berube

Katelyn Berube

Client Service Specialist

Gunisha Arora

Gunisha Arora

Client Service Specialist

Aswan Kurup

Aswan Kurup

Client Service Specialist

Tatum Sheridan

Tatum Sheridan

Client Service Specialist

Kathie Hickcox

Kathie Hickcox

Event Planner

Holly Mitchell

Holly Mitchell

Human Resources Coordinator

Alicia Ripplinger

Alicia Ripplinger

Marketing Director

Jodi Fiedler

Jodi Fiedler

Office Manager

Ethan Pankow

Ethan Pankow

Office Manager

Ronald Czmowski

Ronald Czmowski

Office Manager

Vicki Irlbeck

Vicki Irlbeck

Office Manager

Chantel Miller

Chantel Miller

Operations Manager

Amanda Bayer

Amanda Bayer

Operations Specialist

Dan Lambert

Dan Lambert

Operations Specialist

Dhrumil Gala

Dhrumil Gala

Data & Reporting Analyst

Shantal Borud

Shantal Borud

Operations Specialist

Brennan Thompson

Brennan Thompson

Paraplanner

Brittni Rodin

Brittni Rodin

Paraplanner

David Kalt

David Kalt

Paraplanner

Debi Weisz

Debi Weisz

Paraplanner,

Behavioral Financial Advisor
Deborah Ryckman

Deborah Ryckman

Paraplanner

Katherine Schulz

Katherine Schulz

Paraplanner

Kendra Johnson

Kendra Johnson

Paraplanner

Kyle Drovdal

Kyle Drovdal

Paraplanner

Summer Pendleton

Summer Pendleton

Paraplanner

Stephanie LeDuc

Stephanie LeDuc

Paraplanner

Mallory Brown

Mallory Brown

Practice Manager