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.

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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

Private Wealth 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

Heidi Carrels

BFA, APMA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Heidi Carrels Visit Heidi Carrels's website

Travis Dahl

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
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

Jodael Deralus

BFA, APMA

Financial Advisor

Learn more about Jodael Deralus Visit Jodael Deralus'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

CFP®, BFA, APMA, CMFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
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

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

Ted Kroll

CFP®

Financial Advisor

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

Amie Lamborn

BFA, APMA

Financial Advisor

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

Alexis K Larson

APMA

Financial Advisor

Learn more about Alexis K Larson Visit Alexis K Larson's website

John Lenarz

CFP®, APMA

Financial Advisor

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

Amy Leopold

BFA, APMA, CRPC

Financial Advisor

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

Bill Markovich

AIF®

Financial Advisor

Learn more about Bill Markovich Visit Bill Markovich's website

Keith Mc Carney

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Keith Mc Carney Visit Keith Mc Carney's website

Dennis Mears

BFA, APMA

Financial Advisor

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, CLTC®

Financial Advisor

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

Ethan Olson

APMA, BFA

Associate Financial Advisor

Learn more about Ethan Olson Visit Ethan Olson's website

Thomas Pavlik

CFS®

Financial Advisor

Learn more about Thomas Pavlik Visit Thomas Pavlik's website

Jonathan Wayne Pochop

BFA, CRPC, CLTC®, APMA, CRPS

Financial Advisor

Behavioral 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

Financial Advisor

Learn more about Sarah S Rooney Visit Sarah S Rooney's website

Kasey Russell

APMA

Financial Advisor

Learn more about Kasey Russell Visit Kasey Russell'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

BFA, APMA

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, CLTC®

Financial Advisor

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

Lexi Sortland

BFA, APMA

Financial Advisor

Learn more about Lexi Sortland Visit Lexi Sortland'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, CIMA®

Financial Advisor

Learn more about Christian Walter Visit Christian Walter's website

Pat Wolff

Private Wealth Advisor

Learn more about Pat Wolff Visit Pat Wolff's website


Our team

Angela Heagley

Angela Heagley

Administrative Assistant

Anita Cysewski

Anita Cysewski

Administrative Assistant

Jacquie Lahr

Jacquie Lahr

Administrative Assistant

Megan Beckett

Megan Beckett

Administrative Assistant

Miranda Richter

Miranda Richter

Administrative Assistant

Nancy Stockert

Nancy Stockert

Administrative Assistant

Paige Koepplin

Paige Koepplin

Administrative Assistant

Sandy Tarrant

Sandy Tarrant

Administrative Assistant

Sheila Murphy

Sheila Murphy

Administrative Assistant

Tara Pavlik

Tara Pavlik

Administrative Assistant

Nicholas O'Connor

Nicholas O'Connor

Administrative Assistant

Anne-Marie Balcer

Anne-Marie Balcer

Client Concierge

Carlette Schultz

Carlette Schultz

Client Concierge

Dylan Goodhart

Dylan Goodhart

Client Concierge

Rachel Gasco

Rachel Gasco

Client Concierge

Triston Emke

Triston Emke

Client Concierge

Olivia Torgrimson

Olivia Torgrimson

Client Concierge

Cory Meng

Cory Meng

Client Concierge

Bryan Gohn

Bryan Gohn

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

Kellyn Heitmann

Kellyn Heitmann

Client Service Coordinator

Michelle Porter

Michelle Porter

Client Service Coordinator

Mary Gentilini

Mary Gentilini

Client Relationship Manager

Kimberly Kuntz

Kimberly Kuntz

Client Relationship Manager

Bethany Jordan

Bethany Jordan

Client Service Manager

Stacey Ell

Stacey Ell

Client Relationship 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

Katelyn Berube

Katelyn Berube

Client Service Specialist

Aswan Kurup

Aswan Kurup

Client Service Specialist

Tatum Sheridan

Tatum Sheridan

Client Service Specialist

Kathie Hickcox

Kathie Hickcox

Event Planner

Austyn Brinkerhoff

Austyn Brinkerhoff

Financial Planning Specialist

Kendra Johnson

Kendra Johnson

Financial Planning Specialist

Mallory Brown

Mallory Brown

Marketing Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Jodi Elmore

Jodi Elmore

Office Manager

Jodi Fiedler

Jodi Fiedler

Office Manager

Stephanie Drago

Stephanie Drago

Office Manager

Ronald Czmowski

Ronald Czmowski

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

Dan Lambert

Dan Lambert

Operations Specialist

Dhrumil Gala

Dhrumil Gala

Operations Specialist

Shantal Borud

Shantal Borud

Operations Specialist

Brittni Rodin

Brittni Rodin

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

Summer Pendleton

Summer Pendleton

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Stephanie LeDuc

Stephanie LeDuc

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