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Experience the difference an independent fiduciary can make.

Fiduciary advice. Not some of the time. All of the time.

Give your employees access to true consultants, not salespeople.

Your 401(k) plan is more than just a retirement plan. It’s your employees’ future.

If your company has matured to the point where you can no longer be the lone point person for employees’ financial questions, we’d love to show you what a partnership with a true fiduciary looks like. Through our open-architecture, independent retirement plan platform, we’ll find the plan that meets your unique needs. And as fee-only advisors, we’re incentivized to match you with the best provider for you, not us.

Unlike most retirement plan advisors, it doesn’t stop there. Our corporate clients have access to our stable of CERTIFIED FINANCIAL PLANNER™ professionals from our private wealth team. So when employees have questions around financial planning topics, we’ve got you covered.

Some of the benefits Legacy’s corporate retirement plan clients can expect include:

  • Access to a team of wealth management professionals for financial planning questions that arise
  • The capability to run educational workshops as needed around financial topics of your choice
  • Access to the "Futureproofed" offering for companies with over 500 employees
  • Annual fiduciary "benchmarking" of your retirement plan and proposals for your investment or retirement committee as needed

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.

Mike Wren, CFP®

CEO/Principal/Advisor

Chat with us for free on your terms.

We typically work with clients who have over $500,000 in investable assets. If you’ve achieved this milestone, we’d love to meet you.

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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 call or email 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. Mike Wren CEO

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.
Bethany Boschert, Director of Operations

Bethany Boschert

Director of Operations  
Bryce Coy, Financial Advisor

Bryce Coy

Financial Advisor  
David Dwyer, Financial Advisor

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

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

Heather Hardman

Director of Client Service & Chief Compliance Officer  
Jeff Hrabe, Financial Advisor at Legacy Financial Strategies

Jeff Hrabe, CFP®

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  

Michelle Pace

Associate Advisor  
Shawna Pilsl, Legacy Financial Strategies

Shawna Pilsl

Relationship Manager  
Chris Proctor

Chris Proctor, CIMA®

Principal, Chief Investment Officer & Financial Advisor  
Andrew Rogers

Andrew Rogers, CFP®, CBVS®

Principal & Financial Advisor  
Jacob Watts, Financial Advisor

Jacob Watts, CFP®, CRPC®, APMA®

Principal & Financial Advisor  
Mike Wren, Legacy Financial Strategies

Mike Wren, CFP®, CDFA®

CEO, Managing Principal & Financial Advisor  

Chat with us for free on your terms.

We typically work with clients who have over $500,000 in investable assets. If you’ve achieved this milestone, we’d love to meet you.

Digital Marking Page Bottom Form

  • Not ready to reach out? Learn More
    Questions? Call (913) 403-0600

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