Meet The Team
Legacy Wealth Management is an independent wealth management, investment management, and financial advisory services firm headquartered in Fargo, North Dakota. Several of our staff began their involvement with investments in the 1980's and our Financial Advisors were originally trained at two large Wall Street firms.
Our approach today, however, is much more MAIN STREET and much less WALL STREET. We have lived in the Fargo-Moorhead, Red River Valley area most of our lives. We're active in community organizations, charities, educational groups, and we feel like we are a part of this community.
When you come in to meet with us, we take the time to get to know you... really get to know you because we believe a major part of our purpose is to build a strong relationship with each of our clients.
We also believe strongly in creating a very positive experience for each of our clients. We have dedicated client service associates who will be the first to greet you when you come to our office. In the winter, our fireplace is always on and all year long we'll always offer a hot cup of delicious coffee or other beverage and some warm, friendly conversation when you come in. To us, you're not just another number: you're a person whom we can help.
Paul graduated with a degree from Minnesota State University, Moorhead and began his career in teaching. He also gained experience as a National Sales Manager and Vice President for a large manufacturing firm.
He has now been working in the financial services industry for over 26 years, including experience at Wall Street investment brokerage firms, where he worked as a Wealth Management and Retirement Planning Specialist. Paul's teaching background shapes his advising philosophy of helping clients understand the choices they have as they plan for their future.
He has four grown children and two grandchildren. Paul is very involved in the community, including several arts and education boards.
Paul offers securities through Woodbury Financial Services, Inc. Member FINRA & SIPC and Registered Investment Advisor.
Brady Brunsvold serves as a licensed Financial Advisor for Legacy Wealth Management. His approach to advising is to focus on a clients total financial picture to help achieve clients long-term investment goals.
As a Dave Ramsey SmartVestor Pro (SVP), Brady enjoys working with clients who need help or guidance with their investment and financial goals.
Read more about Brady
Brady has always had a passion for investments, but actually began his career in Management. After spending 10 years overseeing large teams of employees, and millions of dollars in annual operating budgets, Brady decided to pursue his hobby of investing, and do it full time. After helping some of his friends with their retirement accounts, he realized that there is a large need for help out there, and not enough people around to give good advice.
In 2014, Brady became a Full-time Financial advisor. Brady is also proud to serve as a Dave Ramsey SmartVestor Pro (SVP) for Fargo, Jamestown, Wahpeton, Fergus Falls, Detroit Lakes, Breckenridge, and the lakes country. Read about SmartVestor Pros.
Brady offers securities through Woodbury Financial Services, Inc. Member FINRA & SIPC and Registered Investment Advisor.
Hanna graduated from NDSU with an undergraduate degree in Human Development and Family Science, as well as a Master’s degree in Family Financial Planning.
She is the Office and Client Service Manager for Legacy Wealth Management and works very close with each member of the office. It is very important to her that clients experience the best quality service.
Hanna enjoys the outdoors, cooking, and hanging out with family and friends in her free time.
Kay graduated from Minnesota State University, Moorhead with a degree in Advertising and Public Relations.
For the Legacy Wealth Management team, she's a Marketing and Client Service Assistant who helps organize client information, assists with our on-going communication with all clients, and helps coordinate new client programs.
Kay enjoys cooking, crafts and gardening in her free time.
Don possesses over 23 years of experience as a tax practitioner and retirement planner. He has been enrolled to practice before the Internal Revenue Service since August 2002.
Don’s original career started in manufacturing as an industrial engineer and operations manager. Don has a Bachelor of Science degree in Industrial Technology from Minnesota State University, Moorhead and a Master of Business Administration degree from St. Cloud State University.
Don offers securities through Woodbury Financial Services, Inc. Member FINRA & SIPC and Registered Investment Advisor.
Steve is a life-long Fargo-Moorhead resident and has been active in television and radio news media for many years. He's also a communications consultant for Legacy Wealth Management.
Steve graduated from Minnesota State University, Moorhead with a Bachelor's Degree and has taught classes at the university over the years.
Legacy Agency, our insurance division, is a firm of proven professionals and caring, conscientious people; the kind of people you can depend on. Firmly rooted in Minnesota and North Dakota, we bring many years of accumulated professional experience in our agents and staff. At Legacy Agency, we are committed to a high standard of excellence in all that we do and to establishing a firm relationship of mutual trust and service with each of our clients.
For more information, visit Legacy Agency's website.
Legacy Agency Inc. is not affiliated with Legacy Wealth Management or Woodbury Financial Services, Inc.