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®, 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

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

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 CounselorSM
Learn more about Joshua Bowen Visit Joshua Bowen's website
Joe Branca, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Joe Branca

CFP®, APMA®

Financial Advisor

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

Franchise Owner
Learn more about Dennis Draeger Visit Dennis Draeger's website
Travis Dahl, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Travis Dahl

APMA®

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

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®, CLTC®, APMA®

Financial Advisor

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

Lyndsey Filkowski

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®

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

ChFC®, CRPC®, APMA®

Financial Advisor

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

APMA®

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®, 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®, CRPC®, CLTC®, CDFA®, 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

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

John Lenarz

CFP®, APMA®

Financial Advisor

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

Megan Lenarz

CFP®, APMA®

Financial Advisor

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

Amy Leopold

BFA, APMA®, CRPC®, CLTC®

Financial Advisor

Learn more about Amy Leopold Visit Amy Leopold's website
Michael Linster, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Michael Linster

CFP®, APMA®

Financial Advisor

Learn more about Michael Linster Visit Michael Linster's website
Stacy J Matter, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Stacy J Matter

Financial Advisor

Learn more about Stacy J Matter Visit Stacy J Matter's website
Dennis Mears, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Dennis Mears

CLTC®, APMA®

Financial Advisor

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

Devin Melvie

BFA, APMA®, CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Devin Melvie Visit Devin Melvie's website
Margaret H Meranda, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Margaret H Meranda

CFP®, BFA, CLTC®, APMA®

Financial Advisor

Franchise Owner
Learn more about Margaret H Meranda Visit Margaret H Meranda's website
David Mickelson, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

David Mickelson

CFP®, CRPC®, CLTC®, 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

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®, APMA®, AEP®

Private Wealth Advisor

Chief Financial Officer of Legacy Financial Partners
Learn more about Kristopher Mrachek Visit Kristopher Mrachek's website
Aaron Muzzy, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Aaron Muzzy

APMA®, CRPC®

Financial Advisor

Learn more about Aaron Muzzy Visit Aaron Muzzy's website
Bradley D Ness, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Bradley D Ness

CFP®, CLTC®

Financial Advisor

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®, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
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®, CLTC®, CRPS®

Financial Advisor

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

APMA®

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

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

BFA, CRPC®, APMA®, CDFA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Sarah S Rooney Visit Sarah S Rooney's website
James Robert Schaaf, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

James Robert Schaaf

Financial Advisor

Learn more about James Robert Schaaf Visit James Robert Schaaf's website
David Schlafman, Private Wealth Advisor serving the Bismarck, ND area - Ameriprise Advisors

David Schlafman

CFP®, CLTC®, APMA®

Private Wealth Advisor

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

Steven Schneider

APMA®

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

APMA®, CRPC®

Financial Advisor

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

APMA®

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

Learn more about Christopher Swanson Visit Christopher Swanson's website
Charles Theis, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Charles Theis

APMA®

Financial Advisor

Learn more about Charles Theis Visit Charles 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

CRPC®, CLTC®, APMA®

Financial Advisor

Franchise Owner
Learn more about Alan Van Delinder Visit Alan Van Delinder's website
Teri L Verduyn, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Teri L Verduyn

MBA, CPA, PFS, CFP®, CKA®

Financial Advisor

Certified Kingdom Advisor
Learn more about Teri L Verduyn Visit Teri L Verduyn's website
Leon C Vetter, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Leon C Vetter

CFP®, APMA®

Financial Advisor

Business Financial Advisor
Learn more about Leon C Vetter Visit Leon C Vetter's website
Christian Walter, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Christian Walter

BFA, APMA®

Financial Advisor

Learn more about Christian Walter Visit Christian Walter's website
Mark Westgard, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Mark Westgard

CRPC®, APMA®

Financial Advisor

Learn more about Mark Westgard Visit Mark Westgard's website
Matthew Hayden, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Matthew Hayden

APMA®

Financial Advisor

Learn more about Matthew Hayden Visit Matthew Hayden's website
Weston Osland, Financial Advisor serving the Bismarck, ND area - Ameriprise Advisors

Weston Osland

Financial Advisor

Learn more about Weston Osland Visit Weston Osland's website

Our team

Angela Heagley

Angela Heagley

Administrative Assistant

Jacquie Lahr

Jacquie Lahr

Administrative Assistant

Kayla Dolechek

Kayla Dolechek

Administrative Assistant

Miranda Mathiason

Miranda Mathiason

Administrative Assistant

Paige Koepplin

Paige Koepplin

Administrative Assistant

Sheila Murphy

Sheila Murphy

Administrative Assistant

Tara Pavlik

Tara Pavlik

Administrative Assistant

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

Jann Johnson

Jann Johnson

Client Service Coordinator

Jessica Tichy

Jessica Tichy

Client Service Coordinator

Kathie Hickcox

Kathie Hickcox

Client Service Coordinator

Margaret Shaw

Margaret Shaw

Client Service Coordinator

Amber Worthington

Amber Worthington

Client Service Manager

Bethany Jordan

Bethany Jordan

Client Service Manager

Brittni Rodin

Brittni Rodin

Client Service Manager

Cassy Jurgens

Cassy Jurgens

Client Service Manager

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 Service Manager

Stacy Heinrichs

Stacy Heinrichs

Client Service Manager

Vicki Hepper

Vicki Hepper

Client Service Manager

Courtney Buth

Courtney Buth

Client Service Specialist

Natalie Ploessl

Natalie Ploessl

Executive Assistant

Kendra Reimers

Kendra Reimers

Financial Planning Specialist

Sandy Ressler

Sandy Ressler

Financial Planning Specialist

Shaun Campbell

Shaun Campbell

Financial Planning Specialist

Mallory Brown

Mallory Brown

Marketing Manager

Jill Trygg

Jill Trygg

Marketing Consultant

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Jodi Elmore

Jodi Elmore

Office Manager

Jodi Fiedler

Jodi Fiedler

Office Manager

Stephanie Drago

Stephanie Drago

Office Manager

Vicki Irlbeck

Vicki Irlbeck

Office Manager

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer
Chantel Miller

Chantel Miller

Operations Manager

Amanda Herber

Amanda Herber

Operations Specialist

David Ziola

David Ziola

Operations Specialist

Charles Theis

Charles Theis

Paraplanner

David Kalt

David Kalt

Paraplanner

Debi Weisz

Debi Weisz

Paraplanner

Deborah Ryckman

Deborah Ryckman

Paraplanner

Dylan Fleck

Dylan Fleck

Paraplanner

Katherine Schulz

Katherine Schulz

Paraplanner

Heidi Carrels

Heidi Carrels

Paraplanner

Shantal Borud

Shantal Borud

Paraplanner

Victoria Berndt

Victoria Berndt

Paraplanner

Weston Osland

Weston Osland

Paraplanner