Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Financial Planning for Small Business
  • Family Finances
  • Social Security Retirement Benefits
  • Insurance
  • Retirement Plan Distribution
  • Wealth Preservation Strategies

Awards & recognition

  • Legacy Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023 - 2026
  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021 - 2025
  • Legacy Financial Partners, Barron's Top 250 Private Wealth Management Teams, 2024-2026
  • Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021 - 2023
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work , 2021

Community participation

Prairie Business 40 under 40 Recognition
Prairie Business 40 under 40 Recognition

Legacy Financial Partners' Core Values

At Legacy Financial Partners, we are passionate about creating an extraordinary experience for our clients and communities—one that reflects our unwavering commitment to our core values:

  • Service
  • Leadership
  • Integrity
  • Community
  • Excellence

In 2026, we will continue to honor these values in every initiative, every interaction, and every decision. Our focus remains on building a lasting legacy—empowering our clients, strengthening our communities, and supporting our team to thrive.

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