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Legacy Certified Advisors™ and Planners
Terry provides comprehensive financial planning in a complex world. His practice, which spans three decades, is client-centered...
Mark's client families appreciate that he is particularly skilled at presenting complex strategies in an interactive and easy to understand manner.
In working with farm families, Jon has the ability to create and implement comprehensive financial solutions to help achieve their goals and objectives.
An integral component of the 'back room' serving our Advisors, Chad grew up in rural South Dakota.
With nearly 30 years in the field, Jim has extensive experience in coaching families to help them achieve their succession goals.
Mary oversees the plan design process to help ensure the quality of Legacy by Design's comprehensive succession plans.