Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • 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 - 2025
  • Legacy Financial Partners, Barron’s Top 250 Private Wealth Management Teams, 2024-2025
  • Legacy Financial Partners, Barron’s Top 100 Private Wealth Management Teams, 2021 - 2023
  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021 - 2024
  • 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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