Become a Legacy Advisor
Laurence J. Altman, CFP®, CLU, CLTC
Founding Partner, Fortune Financial, LLC
Jerrold E. Anderson
Senior Vice President, The Private Client Reserve at U.S. Bank
Jesse C. Beier. J.D.
Attorney, Lommen Abdo, P.A.
Nancy Bergstrom, CFP ®,CAP ®
President and Founder, Be Financial
Christina Boyd, CRPC®
Managing Director and Senior Financial Advisor, Merrill Lynch
Colin S. Brooks
Vice President and Trust Officer, Sawmill Private Management
Senior Managing Director, Nicollet Investment Management
Robert L. Cohen
Principal, Tamar Fink
Cheryl Coombs, CPA, CFP®
Relationship Manager, Riverbridge Partners
Gregg M. Cummings, CFP®, ChFC®
Senior Vice President, Financial Advisor, Morgan Stanley
Kim DeBaere, CFP®, CTFA
Private Wealth Advisor, U.S. Bank Private Wealth Management
Matthew Delaney, CFP®
Wealth Advisor, CliftonLarsonAllen Wealth Advisors
Tyler Engbrecht CFP®
Wealth Advisor, Fure Financial
Bradley J. Frank, J.D.
Partner, Barnes & Thornburg, LLP
Partner, Activ8, LLc
Megan Gehrman, CFP®
Certified Financial Planner, Sterling Retirement Resources, Inc.
Mike Giefer, J.D., CFP®
Private Wealth Manager, Creative Planning, Inc.
Director, Envoi, LLC
David C. Joyslin, J.D.
Attorney, Best & Flanagan, LLP
Jon D. Kennedy, MS, CFP®
Managing Director/Principal, Waypoint Capital Advisors
Jason Kley, AIF®, CFP®, MBA
Director of Financial Planning, Carlson Capital Management
Nathan Knoll, FIC
Financial Planner, Thrivent Financial
Jeanne Krigbaum, J.D.
Sr. Wealth Planner, The Private Bank – Wells Fargo
Managing Director, Meristem
Scott A. Mortensen
Vice President, Bernstein Global Wealth Management
Shelley Nelson, CPA, CFP®
Client Manager, Simplify Wealth
Marya P. Robben, J.D.
Principal, Gray Plant Mooty
Vice President – Financial Advisor, Merrill Lynch
Michael P. Sampson, J.D.
Ingrid Strauss, CFP®
Financial Planner, Cordis Financial
Andy Tate, CFP®, ChFC®, CDFA®
Financial Planner, Tate and Setterlund
Scott A. Thuleen, CFP®, APMA®
Financial Advisor, Ameriprise Financial
Private Client Practice Leader, Blakestad, a Marsh and McLennan Agency
Karen S. Wehner, CLU®, ChFC®
President and CEO, Wehner and Associates
Thomas J. Wesely, CPA
Owner, Wesely & Wesely CPAs
Nicole Winter Tietel, LUTCF
President and Financial Planner, Winter & Associates, Inc.
Michelle A. Young, CFP®, ChFC®, CDFA®, ADPA®, APMA®
Private Wealth Advisor, President Confetti Wealth, Ameriprise Financial
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