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6000 Grand Avenue, Suite BDes Moines, Iowa 50312
Investment advisory services offered through Legacy Financial Group, LLC, a Registered Investment Adviser. Past performance is no guarantee of future returns. Securities offered through Brokers International Financial Services, LLC. Member SIPC. Legacy Financial Group and Brokers International Financial Services are not affiliated companies.
www.LFGplanners.com
Phone: 515.255.3306Fax: 800.616.4392
“We inspire and empower you to create the life you want, on your terms.”
Our Story
In January 1988, Bill Elson and Brian Hood began their careers in the financial industry at the same day at the same company. While their paths diverged after that first job, they remained friends and respected colleagues for 30 years. In 2016, they merged together under the same Registered Investment Adviser. In November 2018, Spectrum Advisory Services joined forces with Legacy Financial Group. Both firms relocated their offices to 6000 Grand Avenue in Des Moines, Iowa, offering strengthened opportunities to service your financial needs and goals.
William B. (Bill) Elson, CFP® As a CERTIFIED FINANCIAL PLANNER™ Professional, Bill has a duty to work in the best interests of his clients and to act in accordance with the highest ethical and professional standards for the practice of financial planning.
Bill gets satisfaction from being client focused, highly trained, and dedicated to meeting your life goals. He believes the real strength in Legacy is its people. Through them, he believes you will find a comfortable fit here at Legacy.
In his free time, Bill enjoys being outdoors, cycling, travel, ISU athletics, reading and puzzles. Having grown up on a farm near Bondurant, he enjoys working on his acreage where he has German Shepherds and horses.
Bill attended Iowa State University, where he received his Bachelor of Science Degree in 1985. He is a CERTIFIED FINANCIAL PLANNER™ Professional with the College for Financial Planning in Denver, Colorado.
Brian J. Hood, CFP® As an independent financial adviser, Brian takes great pride in freedom of thought when it comes to investment selection and investment philosophy. He endeavors to truly work for his clients. Brian speaks enthusiastically of his work: “What we offer at Legacy is an organized process built around your financial goals.”
Brian brings his advisory experience to the classroom. He is a noted speaker and is routinely invited to conduct education workshops for major employers and employees throughout Iowa, as well as for several human resources and wellness professional organizations.
For relaxation, Brian enjoys honing his skills as a pilot, spending time with his family, and participating in many outdoor activities. He resides just outside the Des Moines area with his wife, Kim, and three daughters.
Brian received his Associates Degree in Business Administration and Financial Management from the American Institute of Business in Des Moines, Iowa. He is also a CERTIFIED FINANCIAL PLANNER™ Professional with the College for Financial Planning in Denver, Colorado.
Volume 11, Issue 1 January, 2019
ReportThe Legacy
Our new contact information:Legacy Financial Group6000 Grand Avenue, Suite BDes Moines, Iowa 50312(515) 255-3306(800) [email protected]
Our New OfficeOn November 13, 2018, our offices moved to our new location of 6000 Grand Avenue in Des Moines. For those of you familiar with
Des Moines, you may recognize it as the old IMT home office, just east of the intersection of 63rd and Grand.
With two well-established firms moving in together, the challenge was blending all of our “stuff”, sorting through what to keep and where to put it. We still have a few things to handle, but the office is pretty organized and in great shape.
Please ask for a tour the next time you’re in.
Here are a few photos in the meantime.
2 The Legacy Report
Judi [email protected]
Judi also joined Legacy in 2018, and she is a bright spot in our reception area. She enjoys greeting our clients and getting them settled with their advisor, as well as performing a whole host of other duties.
Penny HeinClient Services [email protected]
Penny began her career in the financial services industry in 1987, joining Bill’s team in 2013. She handles new account preparation, along with account changes and their paperwork. She is queen of the follow up, follow up, follow up!
Tamara SmithRelationship [email protected]
Tamara joined us in November and brings over 20 years of experience in the financial services industry. She is currently learning the Legacy processes, then will be moving into an advisor role very soon.
Edina PeckClient Services [email protected]
Edina joined the Legacy family in 2014. Although she has served in a variety of roles, she currently oversees the Client Services team and processes trades. Her goal is to have your requests completed accurately and on a timely basis.
Melissa ClinesChief Operating [email protected]
Melissa has been with Legacy since 1998, starting with just Brian in the office. Today, Legacy is 17 strong and Melissa has risen to the top. And she has the challenge of keeping all of us in line—and what a very big challenge that can be, too!
Sheila LinskensStrategy [email protected]
Sheila joined Bill’s team in 2018. She is not a financial advisor, but rather works on special projects and critical business performance items, identifying opportunities and challenges, and determining best strategies to achieve business goals.
Kathy Krogmeier, CEBS-CPE, CRC, CRAMarketing [email protected]
Kathy joined Legacy in 2011 and has a wide variety of duties—i.e. financial wellness in the workplace, compliance, marketing, and communications.
Mary PitcherChief Compliance [email protected]
Mary is here to make certain Legacy staff members perform duties ethically and in the manner required by government regulations. She joined the Legacy team in 2015 and brings her smile and quick humor to work with her.
The Legacy Report 3
“We inspire and empower you to create the life you want, on your terms.”
AdvisorsRachel Wood, AIF® [email protected]
Rachel has worked in the financial planning industry since 2002, joining Bill Elson’s team in 2005. She strives to help others feel confident in their financial situation by making educated decisions and creating innovative solutions.
She and her husband, Joe, have two children. In her free time, Rachel enjoys cooking, camping, and spending time with her family.
Rachel has a Bachelor’s Degree in Business Administration from the AIB College of Business in Des Moines, Iowa, and is an Accredited Investment Fiduciary® Professional from the Center for Fiduciary Studies.™
Scott [email protected]
Scott joined Legacy Financial Group in 2010 after serving as a Registered help Representative with ING.
Scott has a strong belief in using the power of financial planning to help define your stepping stones to long-term financial success.
Scott and his family have opened their home to numerous children through the Iowa DHS Foster Parent system. And he is active with the
Ankeny Izaak Walton League, as well as the U.S. Practical Shooting Association. He and his wife, Wendy, have been married since 1996 and have a son and daughter.
Tyler (T.C.) Conley, CFP®[email protected]
Tyler has worked in the finance industry since 2009 and joined Bill Elson’s team in 2017.
TC has a Bachelor of Science Degree from Iowa State University, in Ames, Iowa, as well as a Master of Business Administration from the University of Minnesota, Twin Cities. He also is a CERTIFIED FINANCIAL PLANNIER™ Professional, from Northwestern.
When he’s not spending time with his wife, Sarah, son, Bennett, and dog Win$ton, T.C. enjoys wakeboarding, motorcycling,snowboarding, and snowmobiling.
Scott [email protected]
Through his own journey of wealthaccumulation and financial planning, Scott discovered a passion to educate and serve others in achieving their financial goals.He joined Legacy Financial Group in 2017. In addition to serving clients, Scott enjoys delivering Legacy’s financial wellness educational programs to local employers.
Scott and his wife, Jen, have two sons. His family is active in church, soccer, and spending time outdoors.
Scott has a Bachelor’s Degree in Business Administration from Graceland College, Lamoni, Iowa, and an Associate’s Degree in Sales and Marketing from American Institute of Business, Des Moines, Iowa.
Operations TeamBrooke RaleyAdministrative [email protected]
Brooke joined the team in 2018, and she is one of the smiling faces you’ll see as you arrive at Legacy. Her front desk andoperations duties have recently been expanded to include our social media and website.
Lexy GreinerClient Services [email protected]
New to Legacy in 2018, Lexy has tackled learning a wide variety of operations duties. Review preparation and all things related to account changes cross her desk. She basically keeps all those balls in the air when paperwork is processed!
Dirk JohnstonRelationship [email protected]
Dirk Joined Legacy after he graduated from the University of Northern Iowa in 2018. You may hear from Dirk to schedule your review appointment and sitting in on your advisor meetings. He is also involved with plan and review preparation.
Operations Team
Penny Hein Client Services Specialist [email protected] Penny began her career in the financial services industry in 1987, joining Bill’s team in 2013. She handles review preparation, along with account changes and their paperwork. She is queen of the follow up, follow up, follow up!
Lexy Greiner Client Services Specialist [email protected] New to Legacy in 2018, Lexy has tackled learning a wide variety of operations duties. Review preparation and all things related to account changes cross her desk. She basically keeps all those balls in the air when paperwork is processed!
Dirk Johnston Relationship Manager [email protected] Dirk Joined Legacy after he graduated from the University of Northern Iowa in 2018. You may hear from Dirk to schedule your review appoint-ment and sitting in on your advisor meetings. He is also involved with plan and review preparation.
Brooke Raley Administrative Assistant [email protected] Brooke joined the team in 2018, and she is one of the smiling faces you’ll see as you arrive at Legacy. Her front desk and operations duties have recently been expanded to include our social media and website.
Judi White Receptionist [email protected] Judi also joined Legacy in 2018, and she is a bright spot in our reception area. She enjoys greeting our clients and getting them settled with their advisor, as well as performing a whole host of other duties.
Tamara Smith Relationship Manager [email protected] Tamara came on board as our offices were relocating to 6000 Grand. She brings over 20 years of experience in the financial services industry. She is currently learning the Legacy processes, then will be moving into an advisor role very soon.
Follow us on Facebook or LinkedIn to watch as Brian builds our new conference room table. Here’s the start!
