Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Small Business
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Awards & recognition

  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work , 2021
  • Legacy Financial Partners, Barron’s Top 100 Private Wealth Management Teams, 2021-2022

Community participation

Legacy Financial Partners - Community participation photo
  • Ministry on the Margins
  • Habitat for Humanity
  • Wounded Warrior Project
  • Big Brothers Big Sisters
  • Junior Achievement
  • Kiwanis