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

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

Awards & recognition

  • Legacy Financial Partners, Barron’s Top 100 Private Wealth Management Teams, 2021 - 2023
  • Legacy Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023
  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021 - 2022
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work , 2021

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

Honored to receive recognition

All of us at Legacy Financial Partners are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Legacy Financial Partners team and the great experience we work so hard to provide for our clients every day.

The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management.

Our photos

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