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
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
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
Joe Downes CFP®, MBA
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®
Lead Wealthcare Advisor, The Johnston Group
David C. Joyslin, J.D.
Attorney, Best & Flanagan, LLP
Jon D. Kennedy, MS, CFP®
Managing Director/Principal, Waypoint Capital Advisors
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
Michael P. Sampson, J.D.
Scott A. Thuleen, CFP®, APMA®
Financial Advisor, Ameriprise Financial
Senior Private Client Consultant, Blakestad
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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