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Independent fiduciaries, alleviating financial anxiety so you can focus on enjoying your life.

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Our goal is to develop a personal relationship with each of our clients and to become a trusted partner through the challenges and journey of life.

Michael Lutz

Founder/Principal/Advisor

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It's easy. We're here to help, no hassle or commitment!

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Our Commitment

As independent fiduciaries, our goal is to alleviate financial anxiety so clients can focus on enjoying their lives

When you become a client of Legacy, you'll experience the peace of mind that comes from knowing someone is on top of the technicalities that contribute to your financial failures and successes. You'll sleep well knowing the answers are just a quick email or call away, and you'll never wonder when you'll hear from your advisory team next. Each year, your pre-scheduled meetings will be reserved with only you in mind. That's the difference working with a true partner can make.

If you’d like to see how our expertise and personal commitment could help you secure your financial future, we invite you to schedule a complimentary initial consultation. There’s no obligation. We look forward to getting acquainted. Michael Lutz Founder/Principal/Advisor

Our Values

Dependability

Collaboration

Growth

Impact

Learn more about our values.

Meet the Team

Our people are the foundation of our client-centric approach and advisory model.

Our financial advisors and staff are passionate about helping people successfully manage their financial lives and building solid relationships with our clients. Everything we do is grounded in our core values, investment philosophy and mission of making a difference. We count on each team member to consistently deliver high quality service and demonstrate the value of our principles and philosophy.
David Dwyer, Financial Advisor

David Dwyer, CFP®, AAMS®, APMA®, CRPC®

Principal/Financial Advisor  
Heather Hardman, Relationship Manager at Legacy Financial Strategies

Heather Hardman

Chief Compliance Officer/Relationship Manager/Operations Associate  
Jeff Hrabe, Financial Advisor at Legacy Financial Strategies

Jeff Hrabe, CMFC®

Financial Advisor  
Michael Lutz, Legacy Financial Strategies

Michael Lutz

Founder/Managing Principal/Financial Advisor  
Emma Milan

Emma Milan

Planning Associate/Marketing Coordinator  
Sam Murray, Legacy Financial Strategies

Sam Murray, AIF®

Retirement Programs Manager  
Joe Nafziger, Associate Advisor at Legacy Financial Strategies

Joe Nafziger, CFP®

Financial Advisor  
Shawna Pilsl, Legacy Financial Strategies

Shawna Pilsl

Relationship Manager and Executive Assistant  
Jordan Priddy, Planning Associate at Legacy Financial Strategies

Jordan Priddy

Planning Associate  
Chris Proctor

Chris Proctor, CIMA®

Principal/Chief Investment Officer/Financial Advisor  
Andrew Rogers

Andrew Rogers, CFP®, CBVS®

Financial Advisor  
Jacob Watts, Financial Advisor

Jacob Watts, CFP®, CRPC®, APMA®

Principal/Financial Advisor  
Mike Wren, Legacy Financial Strategies

Mike Wren, CFP®, CDFA®

Managing Principal/Chief Executive Officer/Financial Advisor  

Call to action!

It's easy. We're here to help, no hassle or commitment!

Digital Marking Page Bottom Form

  • Not ready to reach out? Learn More
    Questions? Call 555-555-5555

  • This field is for validation purposes and should be left unchanged.
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