Mike’s career as a financial advisor spans over 3 decades. He is the Founder and CEO of Legacy Wealth, a boutique financial services firm focused on serving clients by providing timeless wisdom and counsel for all aspects of their planning, in order to remove the anxiety and uncertainty that so often surrounds financial decisions and replace it with joy and contentment.
Drawing on Mike’s many years of experience, Legacy Wealth has developed both a unique focus on wealth transition planning and a sophisticated values-based approach to asset management. Mike has acquired expertise in helping his clients not only manage the legacies they have built, but also in helping them transition their wealth to future generations and charitable organizations that are meaningful to them.
Mike has acquired many professional designations throughout his career, which speak to his expertise in planning. These designations include a Master’s Degree in Financial Services, Chartered Financial Consultant, Chartered Life Underwriter, Accredited Estate Planner, Accredited Investment Fiduciary, and Chartered Advisor in Philanthropy. He has also accomplished numerous industry achievements, such as his 17-time membership in the prestigious “Top of the Table” in the Million Dollar Round Table, which represents the top half of 1% of advisors in the industry. He has been voted a top Wealth Manager by Five Star Professional for the last five years, is a Qualified Advisor with Kingdom Advisors, and he is a member of multiple industry-affiliated organizations, including M Financial Group. He currently sits on the Member Firm Relations Committee with M Financial Group.
Mike lives in Woodbury, MN with his wife of 34 years, Debbie, their nine children, and seven grandchildren. He currently serves in several community- and ministry-oriented capacities as a member of governing boards and councils, including the Bethel University Board of Governors and Board of Trustees and the Hope Academy Board of Directors.
Ben has been with Legacy Wealth since 2011. He attended New Life Academy and went on to graduate from Bethel University in 2010, earning a degree in Business with a Finance emphasis. He worked with the Minneapolis Financial Group before joining his father at Legacy Wealth, and he received his CFA designation in 2016.
Ben lives in Cottage Grove with his wife, Courtney, and their daughters, Everleigh and Esmé. He enjoys spending time with family and friends, reading investment books, golfing, playing cards, and playing fantasy basketball in his spare time.
Matthew joined Legacy Wealth in 2014. He grew up in Woodbury and currently resides there with his own family. He attended New Life Academy and graduated Magna Cum Laude from Bethel University. While there, he earned his B.A. in Business with an emphasis in both Finance and Accounting.
At home, Matt stays busy chasing around his sons, Tristan and Meier, and daughter, Maisie. In his free time Matthew enjoys golfing, racquet sports, snowboarding, and spending time with family.
Joshua joined Legacy Wealth in 2019. He grew up in Woodbury, attending New Life Academy, and he graduated from Bethel University, St. Paul, in 2017 with a B.A. in Business: Finance and Analytics. He worked at Ameriprise Financial in Minneapolis while earning his CFP® certification before transitioning to Legacy Wealth.
Joshua enjoys spending time with his family and friends, playing board games and various sports, such as golf and basketball. He also enjoys being a part of the church worship team at Woodbury Lutheran Church. He lives in Woodbury with his wife, Amanda, their daughter, Lily, and their dog, Kingsley.
John joined the Legacy Wealth team in 2019. He grew up in Woodbury, attending New Life Academy, and graduated from Bethel University, St. Paul, in 2015 with a B.S. in Computer Science. He worked at Ameriprise Financial in Minneapolis from 2014-2019 before coming to Legacy Wealth.
John continues to live in Woodbury with his wife Courtney, daughter Gwendolyn, and son William. In his free time, John enjoys board games with family and friends, golf, and time with his family and his two goldendoodles, Meeko and Nana.
Emily has previously served as an office assistant at Legacy Wealth, and is now our Client Relationship Manager as of 2018. Emily grew up in Woodbury and graduated with her Bachelors degree in Communication Studies from the University of Wisconsin – River Falls in 2016. Emily has also obtained her Minnesota Life, Accident, and Health Insurance License.
When Emily is not in the office, she works part time as a dance instructor and choreographer for a local dance studio. She enjoys outdoor activities with her husband and daughter, family dinners, and of course playing with her Pomeranian puppies, Rocky and Zeus.
Courtney grew up in nearby Afton, MN and attended Stillwater High School, graduating from Mankato State University in 2016. She has grown with Legacy Wealth, moving from Office Assistant to our Investment Services Representative.
When she’s not working, Courtney enjoys spending time with her husband, going up north to the cabin, relaxing with friends and family, hiking, and running. She always brings along her Border Collie, Luna, for some additional fun, too.
John joined Legacy Wealth in 2021. He grew up in Woodbury, attending New Life Academy, and he graduated from Bethel University, St. Paul, in 2018 with a B.S. in Business: Accounting and Finance. He worked at Ernst and Young in Minneapolis, primarily serving clients in the Banking and Capital Markets sector. During his time at EY he earned his CPA License before transitioning to Legacy Wealth.
John enjoys spending time with his family and friends, and loves to golf, play cards, play fantasy football, and spend time up at the lake. He lives in Woodbury with his wife, Sydney, their two daughters, Baylee and Hadley, and their German Shephard, Mickey.
Jessica joined Legacy Wealth in 2021. She grew up in Shoreview and attended Mounds View High School. Jessica graduated Summa Cum Laude from Bethel University, St. Paul, in 2021 with a B.A. in Business with a double emphasis in Finance and Marketing and a minor in Graphic Design.
In her free time, Jessica enjoys baking, playing the violin, and gardening. She lives in Vadnais Heights with her sister and her plants.
Matt Joined Legacy Wealth in 2022. He grew up in Plymouth and attended Wayzata High School. Matt graduated Summa Cum Laude from North Central University, Minneapolis, in 2021 with a B.A. in Business Administration. In college he served as the Student Body President of NCU. Prior to joining Legacy Wealth Matt worked at Primerica as a financial advisor.
When he is not working, Matt enjoys spending time with his friends, playing and watching sports, being involved in his church, and exploring new local restaurants.