Legacy Financial Strategies, LLC

Bryce Coy is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at Legacy Financial Strategies, LLC and previously held positions at The Prudential Insurance Company of America, Pruco Securities LLC, and MassMutual Life Insurance Company. Outside of his advisory role, he is a co-owner and partner in a real estate development venture. Legacy Financial Strategies is a multi-advisor registered investment adviser serving individuals, families, and business clients, including high-net-worth households. The firm employs fundamental analysis within a modern-portfolio theory framework to build globally diversified portfolios and offers both discretionary and non-discretionary management along with financial planning and retirement consulting.

Christopher Proctor is a financial advisor with Legacy Financial Strategies, LLC in Overland Park, KS. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Prior to joining Legacy Financial Strategies in 2018, he spent 10 years at New York Life Investment Management LLC. Legacy Financial Strategies is a multi-advisor registered investment adviser serving individuals, families, and business clients, including high-net-worth households. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a fundamental analysis approach within a modern-portfolio theory framework to build globally diversified portfolios.

David Dwyer is a CFP® professional with 20 years of industry experience. He has worked at Legacy Financial Strategies, LLC since 2017 and previously spent nine years at Ameriprise Financial Services, Inc. He holds Series 63 and Series 66 licenses. Legacy Financial Strategies is a multi-advisor registered investment adviser serving individuals, families, and business clients, including high-net-worth households. The firm employs a fundamental analysis approach within a modern-portfolio theory framework to build globally diversified portfolios, primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary management.

Samuel Murray is a financial advisor at Legacy Financial Strategies, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Legacy Financial Strategies since 2014. Legacy Financial Strategies is a multi-advisor registered investment adviser serving individuals, families, and business clients, including high-net-worth households. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using fundamental analysis within a modern-portfolio theory framework to build globally diversified portfolios.

Andrew Rogers is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Legacy Financial Strategies, LLC since 2019. His prior experience includes roles at LPL Financial and Waddell & Reed, as well as operating A.D. Rogers & Associates LLC. Legacy Financial Strategies is a multi-advisor registered investment adviser managing approximately $806 million for individuals, families, and business clients. The firm employs fundamental analysis within a modern-portfolio theory framework to build globally diversified portfolios, primarily using mutual funds and ETFs, and offers discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Michelle Green is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Legacy Financial Strategies, LLC since 2023 and previously spent 14 years at AMC Theaters. Legacy Financial Strategies is a multi-advisor registered investment adviser serving individuals, families, and business clients, including high-net-worth households. The firm uses fundamental analysis within a modern-portfolio theory framework to build globally diversified portfolios and offers both discretionary and non-discretionary management.

Joseph Nafziger is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Legacy Financial Strategies, LLC since 2021 and previously held positions at Merrill Lynch and Advisor's Excel. Nafziger also spent five years affiliated with Kansas State University. Legacy Financial Strategies is a multi-advisor registered investment adviser serving individuals, families, and business clients, including high-net-worth households. The firm employs fundamental analysis within a modern-portfolio theory framework to build globally diversified portfolios and offers discretionary portfolio management, financial planning, and retirement plan consulting.

Brooklyn Maldonado is a CFP® professional at Legacy Financial Strategies, LLC with two years of industry experience. Prior to joining Legacy, Brooklyn worked at Stepp & Rothwell, Inc. and State Street. Legacy Financial Strategies is a multi-advisor registered investment adviser serving individuals, families, and business clients, including high-net-worth households. The firm employs fundamental analysis within a modern-portfolio theory framework to construct globally diversified portfolios and offers both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Michael Wren is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Legacy Financial Strategies, LLC since 2014. He holds Series 63 and Series 66 licenses and is based in Overland Park, KS. Legacy Financial Strategies is a multi-advisor registered investment adviser managing approximately $806 million for individuals, families, and business clients, including high-net-worth households. The firm employs a fundamental analysis approach within a modern-portfolio theory framework to build globally diversified portfolios using mutual funds, ETFs, and various trading strategies.

Jeffrey Hrabe is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Legacy Financial Strategies, LLC since 2022. His prior roles include positions at Cavanal Hill Distributors, Inc., Cavanal Hill Investment Management, Inc., and BOK Financial Securities, Inc. Legacy Financial Strategies is a multi-advisor registered investment adviser serving individuals, families, and business clients, including high-net-worth households. The firm employs fundamental analysis within a modern-portfolio theory framework to build globally diversified portfolios using mutual funds, ETFs, and other strategies, managing approximately $806 million across 627 clients.

Jacob Watts is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Legacy Financial Strategies, LLC since 2017. Prior to joining Legacy, he worked at Ameriprise Financial Services, Inc. for nine years. Legacy Financial Strategies is a multi-advisor registered investment adviser that manages approximately $806 million for individuals, families, and business clients, including high-net-worth households. The firm uses fundamental analysis within a modern-portfolio theory framework to build globally diversified portfolios and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Ellea Ediger is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Legacy Financial Strategies, LLC. Prior to joining Legacy Financial Strategies, she worked at SJHL Financial Group for three years and has a background that includes teaching positions at Fort Hays State University and McPherson High School. Legacy Financial Strategies is a multi-advisor registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, families, and business clients, including high-net-worth households. The firm utilizes fundamental analysis within a modern-portfolio theory framework to build globally diversified portfolios and offers both discretionary and non-discretionary management.