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



Our advisors

Jason Bedford

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jason Bedford Visit Jason Bedford's website

Pattie J Berkner

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Pattie J Berkner Visit Pattie J Berkner's website

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

CRPC, APMA, CRPS

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Joshua Bowen Visit Joshua Bowen's website

Joe Branca

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Joe Branca Visit Joe Branca's website

Travis Dahl

BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Learn more about Travis Dahl Visit Travis Dahl's website

Tayler J Draeger

BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Learn more about Tayler J Draeger Visit Tayler J Draeger's website

Tiffany Even

CFP®, BFA, CLTC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Tiffany Even Visit Tiffany Even's website

Lyndsey Filkowski

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lyndsey Filkowski Visit Lyndsey Filkowski's website

CJ Hager

BFA, APMA, CMFA®

Financial Advisor

Certified Military Financial Advisor®
Learn more about CJ Hager Visit CJ Hager's website

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

APMA

Financial Advisor

Learn more about Dean Hepper Visit Dean Hepper's website

Kristin Hill

BFA, APMA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Kristin Hill Visit Kristin Hill's website

Robyn Jensen

CFP®, BFA, MSFP

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robyn Jensen Visit Robyn Jensen's website

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

Amie Lamborn

BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Learn more about Amie Lamborn Visit Amie Lamborn's website

John Lenarz

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about John Lenarz Visit John Lenarz's website

Amy Leopold

BFA, APMA, CRPC, CLTC®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Amy Leopold Visit Amy Leopold's website

Dennis Mears

BFA, CLTC®, APMA

Financial Advisor

Certified Long Term Care
Learn more about Dennis Mears Visit Dennis Mears's website

Devin Melvie

CFP®, BFA, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Devin Melvie Visit Devin Melvie's website

Tina Morey

BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Learn more about Tina Morey Visit Tina Morey's website

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

CFP®, BFA, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Bradley D Ness Visit Bradley D Ness's website

Jody Olney

CFP®, CPA, MBA, APMA, CRPC, BFA

Financial Advisor

Certified Public Accountant
Learn more about Jody Olney Visit Jody Olney's website

Thomas Pavlik

CFS®

Financial Advisor

Learn more about Thomas Pavlik Visit Thomas Pavlik's website

Jonathan Wayne Pochop

CLTC®

Financial Advisor

Learn more about Jonathan Wayne Pochop Visit Jonathan Wayne Pochop's website

Tyler M Richter

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Tyler M Richter Visit Tyler M Richter's website

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

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

APMA, BFA

Financial Advisor

Behavioral Financial Advisor
Learn more about Steven Schneider Visit Steven Schneider's website

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

APMA

Financial Advisor

Learn more about John Shaw Visit John Shaw's website

Gayle Siebenbruner

BFA, APMA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Gayle Siebenbruner Visit Gayle Siebenbruner's website

Mark James Sorenson

BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Learn more about Mark James Sorenson Visit Mark James Sorenson's website

Christopher Swanson

CFP®, BFA, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Christopher Swanson Visit Christopher Swanson's website

CJ Theis

BFA, APMA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about CJ Theis Visit CJ Theis's website

Jessalyn Thompson

CRPC

Financial Advisor

Learn more about Jessalyn Thompson Visit Jessalyn Thompson's website

Alan Van Delinder

BFA, CRPC, APMA

Financial Advisor

Franchise Owner
Learn more about Alan Van Delinder Visit Alan Van Delinder's website

Christian Walter

BFA, APMA

Financial Advisor

Learn more about Christian Walter Visit Christian Walter's website

Ted Kroll

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ted Kroll Visit Ted Kroll's website

Heidi Carrels

BFA, APMA, CRPC

Financial Advisor

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

Pat Wolff

Private Wealth Advisor

Learn more about Pat Wolff Visit Pat Wolff's website

Kasey Russell

BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Learn more about Kasey Russell Visit Kasey Russell's website


Our team

Angela Heagley

Angela Heagley

Administrative Assistant

Anita Cysewski

Anita Cysewski

Administrative Assistant

Jacquie Lahr

Jacquie Lahr

Administrative Assistant

Megan Beckett

Administrative Assistant

Miranda Richter

Miranda Richter

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

Teddi Jo Paulson

Teddi Jo Paulson

Business Development Manager

Qualifications

  • CERTIFIED FINANCIAL PLANNER

    BEHAVIORAL FINANCIAL ADVISOR

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Anne-Marie Balcer

Anne-Marie Balcer

Client Concierge

Carlette Schultz

Carlette Schultz

Client Concierge

Amy Fleischhacker

Amy Fleischhacker

Client Service Manager

Kimberly Kuntz

Kimberly Kuntz

Client Relationship Manager

Mary Gentilini

Mary Gentilini

Client Relationship Manager

Diane Torigian

Diane Torigian

Client Service Coordinator

EmaLee Dressler

EmaLee Dressler

Client Service Coordinator

Jessica Tichy

Jessica Tichy

Client Service Coordinator

Kayla Veach

Kayla Veach

Client Service Coordinator

Kellyn Heitmann

Kellyn Heitmann

Client Service Coordinator

Margaret Shaw

Margaret Shaw

Client Service Coordinator

Michelle Porter

Michelle Porter

Client Service Coordinator

Bethany Jordan

Bethany Jordan

Client Service Manager

Connie Rufer

Connie Rufer

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

Alexis Sortland

Alexis Sortland

Client Service Specialist

Tatum Sheridan

Tatum Sheridan

Client Service Specialist

Austyn Brinkerhoff

Austyn Brinkerhoff

Financial Planning Specialist

Brayden Shushok

Brayden Shushok

Financial Planning Specialist

Kendra Johnson

Kendra Johnson

Financial Planning Specialist

Sandy Ressler

Sandy Ressler

Financial Planning Specialist

Jill Trygg

Jill Trygg

Marketing Consultant

Mallory Brown

Mallory Brown

Marketing Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Kathie Hickcox

Kathie Hickcox

Marketing Specialist

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 Bayer

Amanda Bayer

Operations Specialist

Amanda Herber

Amanda Herber

Operations Specialist

Mark Di Zazzo

Mark Di Zazzo

Operations Specialist

Brittni Rodin

Brittni Rodin

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Qualifications

  • BFA

  • APMA

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Courtney Buth

Courtney Buth

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David Kalt

David Kalt

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Debi Weisz

Debi Weisz

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Behavioral Financial Advisor
Deborah Ryckman

Deborah Ryckman

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Dylan Fleck

Dylan Fleck

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Ethan Olson

Ethan Olson

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Katherine Schulz

Katherine Schulz

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Shantal Borud

Shantal Borud

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Summer Pendleton

Summer Pendleton

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