Our Team

Legacy Financial Group is proud of the unique style of each of our team members. You'll find us to be client-focused, highly trained, and dedicated to meeting your life goals. Financial planning may seem daunting, but we are here to guide you on your journey.

Advisors

William Elson

Partner
Certified Financial Planner®


  bill@lfgplanners.com


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 her 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 his yard and garden, and also his German Shepherds and horses.

Professional Designations:
• CERTIFIED FINANCIAL PLANNING™ Professional, College for Financial Planning

Education:
• Bachelor of Science Degree from Iowa State University

Experience:
Bill has been helping people make financial decisions since 1988.

Brian Hood

Partner
Certified Financial Planner®


  brian.hood@lfgplanners.com


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.

Professional Designations:
• CERTIFIED FINANCIAL PLANNING™ Professional, College for Financial Planning

Education:
• Associates Degree in Business Administration and Financial Management, American Institute of Business

Rachel Wood

Financial Advisor

  rachel@lfgplanners.com


Rachel has worked in the financial planning industry since 2002 and joined us in 2005. Rachel is a 2001 graduate of AIB College of Business and in her free time she enjoys cooking and camping with her family.

Professional Designations:
• Accredited Investment Fiduciary® professional

Rachel Wood earned the AIF® Designation from the Center for Fiduciary Studies in 2016. The AIF® Designation certifies she has specialized knowledge of fiduciary standards of care and their application to the investment management process.

Scott Arnburg

Financial Advisor

  scott@lfgplanners.com


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.

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.

Tamara Smith

Financial Advisor

  tamara@lfgplanners.com


Joining Legacy in 2018, Tamara brought over 20 years of experience in the financial services industry. Her areas of experience are retirement income analysis and retirement distribution strategies. And Tamara’s in-depth understanding of women’s finances assists with their unique planning needs regarding emotional, physical, and financial wellbeing. She also enjoys volunteering with a variety of organizations, and spending quality time with her husband, Chad, and their two children.

Education:
• Associates Degree in Business Administration/Accounting from AIB College of Business

• Bachelor Degree in Management/Emphasis Marketing from Simpson College in Indianola, Iowa
  Schedule a Meeting with Tamara Smith

Scott Nelson

Financial Advisor

  nelson@lfgplanners.com


Through his own journey of wealth accumulation and financial planning, Scott discovered a passion to educate, serve and lead others in achieving their financial goals.

Scott joined Legacy Financial Group in 2016, and quickly became an integral part of our team. In addition to serving clients, Scott enjoys partnering with local employers to deliver Legacy's Financial Wellness Educational Programs.

Scott and his wife, Jen, have two sons. His family is active in soccer, spending time outdoors and volunteering at church.

Education:
• Bachelor’s Degree in Business Administration from Graceland College, Lamoni, Iowa.

• Associate’s Degree in Sales and Marketing from American Institute of Business, Des Moines.
  Schedule a Meeting with Scott Nelson

Adam Manguno

Financial Advisor

  adam@lfgplanners.com

Adam joined the Legacy family in 2019. He enjoys helping his clients set goals, and then laying out a plan and action steps to achieve them. Adam takes pride in learning what is most important to his clients and regularly meeting to make sure they stay on track and making adjustments for any changes that life brings their way.

Originally from southeast Louisiana, Adam enjoys visiting family, friends, and cheering on the New Orleans Saints. His free time is spent with his wife and three children, and trying to keep his insatiable appetite for great food under control. A tough task living in Iowa.

A 2006 Wartburg College graduate with a Bachelor degree in Business Administration with an emphasis in International Business and Business Management. He is working toward becoming a CERTIFIED FINANCIAL PLANNER™ professional.
  Schedule a Meeting with Adam Manguno

Dirk Johnston

Relationship Manager

  dirk@lfgplanners.com

Dirk joined Legacy in 2018 as a Relationship Manager, and you'll often find him attending reviews with the advisors. He graduated from the University of Northern Iowa in Cedar Falls, Iowa, with a major in Finance and minor in Business Economics.

A big sports fan, Dirk follows pretty much any sport - football, basketball, golf - especially the Kansas City Chiefs. He enjoys spending time with his family, the Lake of the Ozarks, and vacationing in Colorado. Be sure to let him know if you have a favorite restaurant in the Des Moines area. He's always ready to explore a new place.

Operations

Melissa Clines

Chief Operating Officer

  melissa@lfgplanners.com

Edina Peck

Client Services Manager

  edina@lfgplanners.com

Lexy Greiner

Client Services Specialist

  lexy@lfgplanners.com

Brooke Raley

Client Services Specialist

  brooke@lfgplanners.com

Penny Hein

Client Services Specialist

  penny@lfgplanners.com

Judi White

Receptionist

  judi@lfgplanners.com

Kathy Krogmeier

CEBS-CPE, CRC,CRA
Marketing Specialist


  kathy@lfgplanners.com

Sheila Linskens

Strategic Advisor

  sheila@lfgplanners.com
We work for you.