Our desire is to inspire people to create the life they want on their terms. This is what motivates us to do what we do. As independent financial advisors, we take great pride in our freedom of thought when it comes to investment selection and investment philosophy. Our integrative approach enables us to work with our clients and for our clients. Our business is built upon the following bedrock beliefs, and everyone who works at Legacy embodies these beliefs. We do not see them as words on a page, but descriptors of the way we conduct business and live our lives. Trust: Our clients and colleagues can simply count on the fact that we aim to do the right thing by them. We seek to make choices that are in their best interests and earn this trust through demonstration.
Happy: We believe having a company that projects good feelings, positive energy and smiling faces is good business and helps us attract good things into the lives of our clients.
Balance: We do not believe in separating our personal lives from the work we do. This creates an environment that is relaxed, yet intensely focused on results at the same time. We believe this kind of balance helps our clients pursue the life they want.
Excellence: We commit to our clients, and each other, to offer the very best we have to give and to continue to improve every day.
Service: Stated very simply and clearly, human beings are built to give. In serving other people, and each other, we find deep meaning and fulfillment.
Brian Hood, CFP®
Certified Financial Planner™
Brian J. Hood is the Founder and Principal of Legacy Financial Group. He has worked extensively in the field of financial planning and investment management.
A dedicated financial professional since 1988, Brian speaks of his work with enthusiasm: “What we offer at Legacy is an organized process built around your financial goals.” The objective is to help you work toward your goals through proper management of your cash flow, taxes, investment, and insurance.
As independent financial consultants, we take great pride in our independence when it comes to investment selection and investment philosophy. We truly work for our clients.
Brian is a noted speaker and is routinely invited to conduct education workshops for major employers and their employees throughout Iowa.
For relaxation, Brian enjoys spending time with his family and participating in many outdoor activities. He resides just outside the greater Des Moines area with his wife, Kim, and daughters, Beth, Grace, and Emma.
Mike Banasiak, CFP®
Certified Financial Planner™
Mike Banasiak has been with Legacy Financial Group since 2006. He is currently a Senior Associate and a CERTIFIED FINANCIAL PLANNER™ Professional. Prior to joining Legacy, Mike was a Financial Advisor with Merrill Lynch.
Mike’s top priority is to simplify the demands of managing wealth in order to provide his clients
with a “return on life.” His role is to translate his clients’ dreams and aspirations into an action plan. He organizes clients’ assets, insurance, and their financial and estate plans to help simplify, consolidate and integrate every aspect of their financial future.
Mike is routinely invited to conduct educational workshops for major employers, organizations and associations throughout Iowa. He strongly believes in an interactive, building-block approach to learning about wealth management.
Mike and his wife, Kate, have been married since August 2005 and reside in West Des Moines with their new daughter, Avyn, and golden retriever, Maggie. His hobbies include spending time with his family and friends, volunteering, and working out.
Scott joined Legacy Financial Group in 2010 after serving as a Registered Representative with ING. He has a strong belief in using the power of financial planning to define your stepping stones to long-term financial success. Your comfort and confidence are important to him.
Scott is a former Board member and remains very active with the Dragoon Trail Chapter of the Izaak Walton League (Ankeny Ikes). He also serves as the Iowa Section Coordinator of the United States Practical Shooting Association (USPSA).
He and his wife, Wendy, have been married since 1996 and have two young children - their daughter, Peyton, and their son, Marcus. They live in Des Moines where they enjoy entertaining family and friends.
Jamie joined Legacy in 2016 after previous positions in human resource software sales and healthcare office management.
Jamie is joining the Legacy team with a desire to help people define what financial comfort looks like to them and achieve it. While she enjoys getting to meet and know existing clients, she is excited to meet new people and educate them on lifelong financial comfort.
She holds a Bachelor of Science in public relations from Northwest Missouri State University; GO BEARCATS! She resides in Waukee with her partner, their daughter Teegan, and puppy Wrigley. If you don’t find Jamie on the bike trails chances are she is on a golf course; she is an avid Cubs, Bearcat and Husker fan.
Scott joined Legacy Financial in 2016 after previous positions in business-to- business and medical sales. He holds a Bachelor’s Degree in Marketing. Through his own journey of wealth accumulation and financial planning, Scott discovered a passion and desire to help others build a plan to achieve their financial goals. Scott and his wife, Jen, have been married since 2001, live in West Des Moines with their two sons, and are members of Lutheran Church of Hope. He and his family enjoy golf, soccer, and spending time outdoors.
Chief Operations Officer
Melissa has worked with Legacy since 1998. As the Chief Operating Officer, she encourages the team to achieve outstanding customer service and streamline the operations of the business. Melissa’s passions are working efficiently and accurately, and helping others to achieve their goals. Self-improvement in leading, being healthy, and learning new things are also important to her. She values loyalty, honesty, and being an independent thinker. Melissa enjoys spending time with her husband, Sean, son Leyton, and daughter Jordyn, as well as exercising and being an avid sports mom.
Kathy Krogmeier CEBS-CPE, CRC, CRA
Wellness Events Coordinator
Kathy Krogmeier, CEBS-CPE, CRC, CRA – Wellness Events Coordinator
Kathy joined Legacy in 2011 after 26 years in the Human Resources Department at EMC Insurance Companies. She coordinates Legacy’s financial wellness education programs being offered through employers, a role she performed for EMC for many years.
Kathy believes finances impact every aspect of an individual’s life – including relationships, the ability to pay their bills, and overall health. A financially stressed employee impacts a company’s bottom line through many ways - including reduced productivity, increased absenteeism, and increased safety and healthcare claims. She also brings community resource information with her, especially in the field of aging.
Kathy and her husband, John, have been married since 1995. John is a zookeeper at the Blank Park Zoo in Des Moines. Kathy is an avid volunteer with such organizations as Blank Park Zoo, Friends of Warren County Conservation, Luther Park Services, and Iowa Sister States. Her values include helping people, honesty and integrity.
Edina began her career with Legacy in January 2014. She graduated from UNI, where she received her Bachelor’s Degree in Human Resources. Her daughter, Serina Lynne, was born in June 2014, and she is definitely the apple of her mama’s eye. Edina loves working with people, and enjoys spending time with her fiancé, Travis, as well as her family and friends. An avid traveler, Edina loves road trips and is a huge fan of the Waterloo Black Hawks hockey team and the Iowa Cubs baseball team.