Why Legacy?
When I opened the doors of Legacy Financial Strategies in May 2000, it was conceived with a desire to be the “Chief Financial Officer” for the family, focusing on individual private clients and business owners.
As “CFO,” the goal is to take the financial anxiety away from our clients, so they can better spend time enjoying their lives.
When you become a client of Legacy Financial Strategies, no problem is too difficult and no detail is too small when it comes to meeting your needs.
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/CEO/Certified Financial Planner™
Our Values
Putting Clients First
Making Wise Decisions
Maintaining Good Character
Coming Together to Achieve Common Goals
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.
Michael Lutz, CFP®, Principal/Chief Executive Officer/Financial Advisor
Michael’s goal has always been to create and maintain a sustainable business that has a positive impact on both Legacy’s clients and it’s associates. He’s been achieving and continuously building on this objective since 2000. A Certified Financial Planner™ (CFP®), Michael believes every client relationship should be supported by solid planning. Read more about Michael.
Mike Wren, CFP®, CDFA®, Principal/Director of Financial Planning/Financial Advisor
Mike joined Legacy in 2014 with nearly 13 years of experience as a financial advisor. As one of Legacy’s acting Principals, he draws on over 17 years of experience in the financial services industry. Read more about Mike.
Sam Murray, AIF®, Retirement Programs Manager
Sam’s goal is to help business owners make the most of their retirement plans, and to work with participants to help them retire with dignity. He believes that listening is the critical foundation for building custom 401(k) benefit plans to meet the goals of owners and their business. Read more about Sam.
Luanne Underwood, Financial Advisor
Luanne’s goal is for Legacy clients to feel confident about their financial decisions and secure about their future. Each day she goes to work with a desire to help her clients solve their financial questions. Read more about Luanne.
David Dwyer, CFP®, AAMS®, APMA®, CRPC®, Principal/Financial Advisor
David has been helping clients realize their financial dreams for over 13 years. As a guide to corporate executives, business owners and families, he specializes in workplace retirement plans and the unique financial needs of the LGBT community. Read more about David.
Jacob Watts, CFP®, CRPC®, APMA®, Principal/Financial Advisor
Jacob has been guiding his clients through tough financial decisions for over 12 years. A KU grad, he works closely with corporate executives and families so they can focus on enjoying their lives and doing what they love. Jacob bolstered Legacy’s expert team after joining the firm in 2017. Read more about Jacob.
Dane Broadie, Financial Advisor
After spending a few years in both the public and private tax accounting industries preparing corporate income tax returns, Dane entered the financial industry in 2011 with the desire to support families and business owners in finding greater financial clarity. He graduated from the University of Kansas with a Bachelor of Science in Business with an emphasis in Accounting & Information Systems. A fine athlete and avid soccer player, Dane also found time during school to kick for the KU Football team. He joined Legacy in 2017 after running his own practice, Perspectives Financial, for three years. A patient listener and trusted advisor, Dane bolsters a growing platform of NextGen Advisors at Legacy and broadens firm capabilities from every angle. Read more about Dane.
Shawna Pilsl, Relationship Manager and Executive Assistant
Shawna enjoys helping Legacy clients reach their goals, whatever they may be. She joins Legacy with over 25 years of experience of working with clients in the financial industry. Read more about Shawna.
Heather Hardman, Chief Compliance Officer/Relationship Manager/Operations Associate
Heather comes to Legacy Financial with a robust background in customer service, management and marketing. As a Relationship Manager and Operations Associate, she will be instrumental in the logistics and quality control of daily operations as well as providing the very best client relationship experience. Read more about Heather.
Chris Proctor, Chief Investment Officer/Financial Advisor
Chris believes that proactive and holistic planning is the best way to acquire and maintain wealth. He leads the investment committee for Legacy and advises a smaller group of clients. Chris has over 20 years of experience in financial services having held investment and advisory positions at large diversified U.S. and global firms. He began in corporate finance and transitioned to consulting with retirement plan participants, corporate investment policy committees, consulting financial professionals at every major U.S. firm, and advising individual families. Read more about Chris.
Allison Becker, Paraplanner
Allison joined Legacy as a Paraplanner after graduating from Kansas State University in May of 2018. She has her degree in Personal Financial Planning and a minor in Hospitality Management. Prior to graduating, Allison worked as a peer counselor at Powercat Financial in Manhattan, KS, where she counseled students on common financial issues such as budgeting, student loans, credit issues and debt. Read more about Allison.