Legacy by Design LLC.

Cultivating Multigenerational Success in the Agricultural Community

Call Us Toll Free: (877) 523-7411

Sunlight Farms

Legacy Certified Advisors and Planners


Kevin Spafford
Kevin Spafford

As a Certified Financial Planner™ Kevin Spafford founded Legacy by Design, LLC, exclusively to serve the succession planning needs of farmers, ranchers, and agribusiness owners...

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Thomas Christensen
Thomas Christensen

Tom works with Legacy Certified Advisors to build a clear understanding of the issues involved, and helps to identify solutions for each family. 

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Mike Cohen
Mike Cohen

During Mike’s nearly 30 years in the industry, he has specialized in complex financial planning issues for high net worth client families.Learn more about Mike Cohen


Scott Dolven
Scott Dolven

With over 30 years of financial planning experience, Scott says, "My objective is to help my clients establish clear financial goals..."

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Joseph Flynn
Joseph Flynn

With a BA from Yale and JD from University of Connecticut Law School, Joe provides 'back room' expertise for the Advisors.

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Christopher Fromm
Christopher Fromm

A graduate of the University of North Florida, Chris has particular expertise in comprehensive financial planning.

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Aaron Huntoon
Aaron Huntoon

Aaron brings a depth of expertise to the table for Legacy by Design client families.

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Hank Mautner
Hank Mautner

Hank has earned a national reputation for helping clients work toward reaching their multigenerational financial planning goals.

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Barbara Patton
Barbara Patton

Barbara is responsible for developing, designing, and implementing financial plans for client families.

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Terry Sanders
Terry Sanders

Terry provides comprehensive financial planning in a complex world.  His practice, which spans three decades, is client-centered...

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