Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Jason Bedford, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Jason Bedford

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jason Bedford Visit Jason Bedford's website
Shelly Bednar, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Shelly Bednar

BFA, APMA

Financial Advisor

Learn more about Shelly Bednar Visit Shelly Bednar's website
Pattie J Berkner, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Pattie J Berkner

CFP®, BFA, APMA

Financial Advisor

Learn more about Pattie J Berkner Visit Pattie J Berkner's website
Joel Bird, Private Wealth Advisor serving the Bismarck, ND area - Ameriprise Advisors

Joel Bird

CFP®, BFA, CRPC, APMA, CLTC®

Private Wealth Advisor

Chief Executive Officer of Legacy Financial Partners
Learn more about Joel Bird Visit Joel Bird's website
Joshua Bowen, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Joshua Bowen

CRPC, APMA, CRPS

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Joshua Bowen Visit Joshua Bowen's website
Joe Branca, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Joe Branca

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Joe Branca Visit Joe Branca's website
Dennis Draeger, Private Wealth Advisor serving the Bismarck, ND area - Ameriprise Advisors

Dennis Draeger

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Dennis Draeger Visit Dennis Draeger's website
Travis Dahl, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Travis Dahl

BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Learn more about Travis Dahl Visit Travis Dahl's website
Tayler J Draeger, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Tayler J Draeger

BFA, APMA

Financial Advisor

Learn more about Tayler J Draeger Visit Tayler J Draeger's website
Tiffany Even, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Tiffany Even

CFP®, BFA, CLTC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Tiffany Even Visit Tiffany Even's website
Lyndsey Filkowski, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Lyndsey Filkowski

CFP®, BFA, APMA

Financial Advisor

Learn more about Lyndsey Filkowski Visit Lyndsey Filkowski's website
CJ Hager, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

CJ Hager

APMA, CMFA®

Financial Advisor

Certified Military Financial Advisor®
Learn more about CJ Hager Visit CJ Hager's website
Duane P Heiling, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

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
Dean Hepper, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Dean Hepper

APMA

Financial Advisor

Learn more about Dean Hepper Visit Dean Hepper's website
Kristin Hill, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Kristin Hill

BFA

Financial Advisor

Learn more about Kristin Hill Visit Kristin Hill's website
Robyn Jensen, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Robyn Jensen

CFP®, BFA, MSFP

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robyn Jensen Visit Robyn Jensen's website
Jason Kirchmeier, Private Wealth Advisor serving the Bismarck, ND area - Ameriprise Advisors

Jason Kirchmeier

CFP®, BFA, CRPC, CLTC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jason Kirchmeier Visit Jason Kirchmeier's website
Amie Lamborn, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Amie Lamborn

APMA, BFA

Financial Advisor

Behavioral Financial Advisor
Learn more about Amie Lamborn Visit Amie Lamborn's website
John Lenarz, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

John Lenarz

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about John Lenarz Visit John Lenarz's website
Amy Leopold, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Amy Leopold

BFA, APMA, CRPC, CLTC®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Amy Leopold Visit Amy Leopold's website
Dennis Mears, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Dennis Mears

BFA, CLTC®, APMA

Financial Advisor

Certified Long Term Care
Learn more about Dennis Mears Visit Dennis Mears's website
Devin Melvie, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Devin Melvie

CFP®, BFA, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Devin Melvie Visit Devin Melvie's website
David Mickelson, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

David Mickelson

CFP®, BFA, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about David Mickelson Visit David Mickelson's website
Tina Morey, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Tina Morey

BFA, APMA

Financial Advisor

Learn more about Tina Morey Visit Tina Morey's website
Kristopher Mrachek, Private Wealth Advisor serving the Bismarck, ND area - Ameriprise Advisors

Kristopher Mrachek

CFP®, BFA, APMA, AEP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kristopher Mrachek Visit Kristopher Mrachek's website
Bradley D Ness, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Bradley D Ness

CFP®, BFA, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Bradley D Ness Visit Bradley D Ness's website
Jody Olney, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Jody Olney

CFP®, CPA, MBA, APMA, CRPC, BFA, CLTC®

Financial Advisor

Certified Public Accountant
Learn more about Jody Olney Visit Jody Olney's website
Thomas Pavlik, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Thomas Pavlik

CFS®

Financial Advisor

Learn more about Thomas Pavlik Visit Thomas Pavlik's website
Jonathan Wayne Pochop, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Jonathan Wayne Pochop

BFA, CRPC, APMA, CRPS

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jonathan Wayne Pochop Visit Jonathan Wayne Pochop's website
Tyler M Richter, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Tyler M Richter

BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Learn more about Tyler M Richter Visit Tyler M Richter's website
Brooke Jenae Robertson, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Brooke Jenae Robertson

APMA, BFA

Financial Advisor

Behavioral Financial Advisor
Learn more about Brooke Jenae Robertson Visit Brooke Jenae Robertson's website
Sarah S Rooney, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Sarah S Rooney

CFP®, CRPC, APMA, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Learn more about Sarah S Rooney Visit Sarah S Rooney's website
David Schlafman, Private Wealth Advisor serving the Bismarck, ND area - Ameriprise Advisors

David Schlafman

CFP®, BFA, CLTC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David Schlafman Visit David Schlafman's website
Steven Schneider, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Steven Schneider

APMA, BFA

Financial Advisor

Learn more about Steven Schneider Visit Steven Schneider's website
Angela K Schwartz, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Angela K Schwartz

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Angela K Schwartz Visit Angela K Schwartz's website
John Shaw, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

John Shaw

APMA

Financial Advisor

Franchise Owner
Learn more about John Shaw Visit John Shaw's website
Gayle Siebenbruner, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Gayle Siebenbruner

BFA, APMA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Gayle Siebenbruner Visit Gayle Siebenbruner's website
Mark James Sorenson, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Mark James Sorenson

BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Learn more about Mark James Sorenson Visit Mark James Sorenson's website
Christopher Swanson, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Christopher Swanson

BFA, APMA, CRPC, CLTC®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Christopher Swanson Visit Christopher Swanson's website
CJ Theis, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

CJ Theis

APMA, BFA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about CJ Theis Visit CJ Theis's website
Jessalyn Thompson, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Jessalyn Thompson

CRPC

Financial Advisor

Learn more about Jessalyn Thompson Visit Jessalyn Thompson's website
Alan Van Delinder, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Alan Van Delinder

BFA, CRPC, CLTC®, APMA

Financial Advisor

Franchise Owner
Learn more about Alan Van Delinder Visit Alan Van Delinder's website
Leon C Vetter, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Leon C Vetter

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Leon C Vetter Visit Leon C Vetter's website
Mark Westgard, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Mark Westgard

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Mark Westgard Visit Mark Westgard's website
Pat Wolff, Private Wealth Advisor serving the Bismarck, ND area - Ameriprise Advisors

Pat Wolff

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Pat Wolff Visit Pat Wolff's website
Kasey Russell, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Kasey Russell

BFA, APMA

Financial Advisor

Learn more about Kasey Russell Visit Kasey Russell's website
Heidi Carrels, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Heidi Carrels

APMA, BFA

Financial Advisor

Behavioral Financial Advisor
Learn more about Heidi Carrels Visit Heidi Carrels's website


Our team

Amy Fleischhacker

Amy Fleischhacker

Administrative Assistant

Christina Wolf

Christina Wolf

Administrative Assistant

Jacquie Lahr

Jacquie Lahr

Administrative Assistant

Mary Lamon

Mary Lamon

Administrative Assistant

Miranda Mathiason

Miranda Mathiason

Administrative Assistant

Nancy Stockert

Nancy Stockert

Administrative Assistant

Paige Koepplin

Paige Koepplin

Administrative Assistant

Sheila Murphy

Sheila Murphy

Administrative Assistant

Tara Pavlik

Tara Pavlik

Administrative Assistant

Tatum Sheridan

Tatum Sheridan

Client Service Specialist

Teddi Jo Paulson

Teddi Jo Paulson

Business Development Manager,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Qualifications

  • CERTIFIED FINANCIAL PLANNER

    BEHAVIORAL FINANCIAL ADVISOR

View more
Anne-Marie Balcer

Anne-Marie Balcer

Client Concierge

Carlette Schultz

Carlette Schultz

Client Concierge

Kimberly Kuntz

Kimberly Kuntz

Client Relationship Manager

Mary Gentilini

Mary Gentilini

Client Relationship Manager

Diane Torigian

Diane Torigian

Client Service Coordinator

Jessica Tichy

Jessica Tichy

Client Service Coordinator

Margaret Shaw

Margaret Shaw

Client Service Coordinator

Michelle Porter

Michelle Porter

Client Service Coordinator

Amber Worthington

Amber Worthington

Client Service Manager

Bethany Jordan

Bethany Jordan

Client Service Manager

Brittni Rodin

Brittni Rodin

Client Service Manager,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Qualifications

  • BEHAVIORAL FINANCIAL ADVISOR

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Connie Rufer

Connie Rufer

Client Service Manager

Dani Ewalt

Dani Ewalt

Client Service Manager

Jessica Evans

Jessica Evans

Client Service Manager

Katie Baker

Katie Baker

Client Service Manager

Lindsay Rath

Lindsay Rath

Client Service Manager

Natalie Jensen

Natalie Jensen

Client Relationship Manager

Stacy Heinrichs

Stacy Heinrichs

Client Service Manager

Vicki Hepper

Vicki Hepper

Client Service Manager

Austin Weber

Austin Weber

Client Service Specialist

Natalie Walz

Natalie Walz

Executive Assistant

Brayden Shushok

Brayden Shushok

Financial Planning Specialist

Kendra Johnson

Kendra Johnson

Financial Planning Specialist

Shaun Campbell

Shaun Campbell

Financial Planning Specialist

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Kathie Hickcox

Kathie Hickcox

Marketing Specialist

Mallory Brown

Mallory Brown

Marketing Manager

Jill Trygg

Jill Trygg

Marketing Consultant

Jodi Elmore

Jodi Elmore

Office Manager

Jodi Fiedler

Jodi Fiedler

Office Manager

Ronald Czmowski

Ronald Czmowski

Office Manager

Stephanie Drago

Stephanie Drago

Office Manager

Vicki Irlbeck

Vicki Irlbeck

Office Manager

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer of Legacy Financial Partners
Chantel Miller

Chantel Miller

Operations Manager

Amanda Herber

Amanda Herber

Operations Specialist

David Ziola

David Ziola

Operations Specialist,

Certified Public Accountant

Qualifications

  • CHARTERED RETIREMENT PLANNING COUNCELOR

    ACCREDITIED PORTFOLIO MANAGEMENT ADVISOR

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Courtney Buth

Courtney Buth

Paraplanner

David Kalt

David Kalt

Paraplanner

Debi Weisz

Debi Weisz

Paraplanner,

Behavioral Financial Advisor
Deborah Ryckman

Deborah Ryckman

Paraplanner

Dylan Fleck

Dylan Fleck

Paraplanner

Katherine Schulz

Katherine Schulz

Paraplanner

Shantal Borud

Shantal Borud

Paraplanner

Summer Pendleton

Summer Pendleton

Paraplanner

Ted Kroll

Ted Kroll

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ professional
Ally Mullenbach

Ally Mullenbach

Paraplanner

Kellyn Heitmann

Kellyn Heitmann

Client Service Coordinator