Legacy Financial Partners

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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

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Advisors

William Markovich

Financial Advisor

Visit William Markovich's website

John Shaw

APMA

Financial Advisor

Visit John Shaw's website

Christopher Swanson

CFP®, BFA, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Christopher Swanson's website


Team

Stephanie LeDuc

Stephanie LeDuc

Paraplanner

Mary Gentilini

Mary Gentilini

Client Relationship Manager

Margaret Shaw

Margaret Shaw

Client Service Coordinator

Kendra Johnson

Kendra Johnson

Financial Planning Specialist

Austyn Brinkerhoff

Austyn Brinkerhoff

Financial Planning Specialist

Teddi Jo Paulson

Teddi Jo Paulson

Business Development Manager

Qualifications

  • CERTIFIED FINANCIAL PLANNER

    BEHAVIORAL FINANCIAL ADVISOR

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Jessica Evans

Jessica Evans

Client Service Manager

Joe Deralus

Joe Deralus

Client Relationship Manager

Mallory Brown

Mallory Brown

Marketing Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer of Legacy Financial Partners
Chantel Miller

Chantel Miller

Operations Manager

Amanda Bayer

Amanda Bayer

Operations Specialist

Shantal Borud

Shantal Borud

Operations Specialist

Dhrumil Gala

Dhrumil Gala

Operations Specialist

Dan Lambert

Dan Lambert

Operations Specialist