Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Timothy Jon Werner

MBA, CFP®, APMA

Private Wealth Advisor

Chief Executive Officer of Legacy Private Wealth Group
Learn more about Timothy Jon Werner

Robert Shinar

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Robert Shinar

Jacob Stark

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jacob Stark

Bennett Cooper

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bennett Cooper

Richard D Dworsky

CFP®, CLU®, APMA, CLTC®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Richard D Dworsky

Jason Heath

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jason Heath

Christopher Roloff

MBA, CRPC, APMA

Financial Advisor

Financial Planning Specialist
Learn more about Christopher Roloff

Luke Iverson

CFP®, BFA, CKA®, CRPC, APMA

Financial Advisor

Learn more about Luke Iverson

Kaylee McClellan

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kaylee McClellan

Rick Mukomela

APMA

Financial Advisor

Learn more about Rick Mukomela


Our team

Melissa Werner

Melissa Werner

Operations Manager

Personal Intro

  • BS - Business - University of Minnesota, Moorhead

On a personal note, Melissa is married to Tim. In her free time, she enjoys spending time with family, boating, gardening, cooking, & reading.

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Robert Lozinski-McLean

Robert Lozinski-McLean

Operations Manager

Personal Intro

  • BS - Education - South Dakota State University
  • MEd - Human Resource Development - South Dakota State University
  • 7+ years in the financial services industry

On a personal note, Robert enjoys being outside, traveling the world and spending time with his friends & family. Robert coaches volleyball in his free time.

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April Brady

April Brady

Client Service Specialist

Personal Intro

  • BA - Biology & Business Administration-Marketing, Augustana College
  • 7+ years working in the financial services industry

On a personal note, April enjoys spending time with her husband and treasures any time spent with her four adult children. April enjoys traveling, reading and playing pickleball.

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Joseph Macdonald

Joseph Macdonald

Client Service Specialist

Personal Intro

  • BS - Actuarial Science and Statistics - University of St. Thomas

On a personal note, in Joe’s free time, he turns to the outdoors as he enjoys spending time at the lake and getting together with friends and family. Joe considers himself one of the biggest Minnesota Timberwolves fans.

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Nicole Hassler

Nicole Hassler

Client Service Specialist

Personal Intro

On a personal note, Nicole values the time she spends with her family and friends. Nicole makes an effort to personally connect with everyone she interacts with. She enjoys traveling, reading and watching sports.

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Garrett Hammerstrom

Garrett Hammerstrom

Insurance Specialist

Personal Intro

  • BS - Finance - Minnesota State University, Mankato
  • 17 years of Financial Planning and Risk Management experience

On a personal note, Garrett enjoys spending time with his wife, Jen and two daughters, Ave (4) and Emma (3) at their home in Lakeville. Garrett looks forward to summers at the lake, Minnesota sports, staying active which typically includes grilling and anything his daughters are in to.

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Dennis Cruikshank

Dennis Cruikshank

Financial Planning Specialist

Personal Intro

  • BBA - Business Administration and Management - University of St. Thomas
  • 25+ years working in the financial services industry

On a personal note, in Dennis' free time he enjoys golfing, traveling to various tropical destinations and frequenting many major sporting events.

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Jordan Shockley

Jordan Shockley

Financial Planning Specialist

Personal Intro

  • BS - Transportation and Logistics Management - University of Wisconsin Superior

On a personal note, in Jordan's free time, he enjoys golfing, getting together with his friends and considers himself a big-time Minnesota Wild fan.

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