Legacy Financial Partners

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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Team photo for Legacy Financial Partners
Team photo for Legacy Financial Partners

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Advisors

Thomas Pavlik

CFS®

Financial Advisor

Visit Thomas Pavlik's website

Christopher Swanson

CFP®, BFA, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Christopher Swanson's website

Brooke Jenae Robertson

CFP®, APMA, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brooke Jenae Robertson's website


Team

Tara Pavlik

Tara Pavlik

Office Manager

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer of Legacy Financial Partners
Chantel Miller

Chantel Miller

Operations Manager

Amanda Herber

Amanda Herber

Operations Specialist

Mallory Brown

Mallory Brown

Marketing Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Amanda Bayer

Amanda Bayer

Operations Specialist

Jessica Evans

Jessica Evans

Client Service Manager

Jill Trygg

Jill Trygg

Marketing Consultant