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

Dennis Mears

BFA, CLTC®, APMA

Financial Advisor

Certified Long Term Care
Visit Dennis Mears's website

Joshua Bowen

CRPC, APMA, CRPS

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Joshua Bowen's website

Heidi Carrels

BFA, APMA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Heidi Carrels's website

Christopher Swanson

CFP®, BFA, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Christopher Swanson's website


Team

Connie Rufer

Connie Rufer

Client Service Manager

Dylan Fleck

Dylan Fleck

Paraplanner

Kendra Johnson

Kendra Johnson

Financial Planning Specialist

Jessica Evans

Jessica Evans

Client Service Manager

Katie Baker

Katie Baker

Client Service Manager

Teddi Jo Paulson

Teddi Jo Paulson

Business Development Manager

Qualifications

  • CERTIFIED FINANCIAL PLANNER

    BEHAVIORAL FINANCIAL ADVISOR

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Eric Paluck

Eric Paluck

Operations Manager,

Chief Operating Officer of Legacy Financial Partners
Chantel Miller

Chantel Miller

Operations Manager

Joe Deralus

Joe Deralus

Client Relationship Manager

Mallory Brown

Mallory Brown

Marketing Manager

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Jill Trygg

Jill Trygg

Marketing Consultant

Amanda Bayer

Amanda Bayer

Operations Specialist

Austyn Brinkerhoff

Austyn Brinkerhoff

Financial Planning Specialist