^{The work of a lifetime,}Stewardship, one relationship at a time.

JD has 10+ years of experience in the financial services industry. JD is one of the Founding Partners and Wealth Manager at Legacy Wealth Management. He strives to provide confidence and comfortability for every individual, family, and business. With his approach, he educates each client along the way to make sure they are well informed of their situation and options before making any recommendations. Outside of work, JD serves on the Young Alumni Board for the Tippie College of Business at the University of Iowa. He is a finance committee member for the Hawkeye Area Boy Scout Council, and a member of NAIFA – Cedar Rapids (National Association of Insurance & Financial Advisors). 

Alec has over 10+ years of experience in the insurance and financial services industry. As one of the Founding Partners and Wealth Manager at Legacy Wealth Management, he works with successful families, retirees, business owners, and medical professionals to navigate complex financial decisions and pursue their long-term goals. Drawing from his experiences as a business owner and the spouse of an Emergency Medicine Pharmacist, Alec understands the challenges of balancing professional success, family priorities, and financial objectives. He is passionate about educating clients, simplifying complex financial concepts, and providing guidance rooted in trust, transparency, and personalized planning.

Dave has over 20 years of experience in the financial service and investments industry, including 18 years as a corporate accountant and CFO. He specializes in working with business owners, pre-retirees, and generational wealth families. Dave lives in Cedar Rapids with his wife, Darcy. They are parents to 3 wonderful children – Keri, Kyle, and Audrey. Dave is actively involved in 100+ Men Who Care in Cedar Rapids, as well as being a member and past President of the Metro North Rotary Club. Outside of the office, Dave likes to spend his free time traveling with his wife, Darcy, and visiting their grandchildren.

Traeton began his career in the financial services industry shortly after graduating from the University of Iowa. Growing up in rural Northeast Iowa, he developed a strong appreciation for hard work, personal relationships, and community. Traeton specializes in working with medical and dental professionals, as well as business owners, helping them navigate the financial complexities that come with demanding careers and growing businesses. He is committed to building lasting relationships and providing personalized guidance to help clients achieve their personal and financial goals.

Jeremy helps individuals and families create financial plans aligned with their retirement and investing goals through clear communication and personalized steps. He focuses on young professionals, couples, families, and entrepreneurs, emphasizing plain-language explanations and lasting relationships. A University of Iowa Tippie College of Business graduate (Finance), Jeremy volunteers with the North Liberty Community Ambassadors program and enjoys fitness, Iowa Hawkeyes sports, commercial real estate, and time with his wife Camryn, family, and friends.

Callie graduated from Winona State University with a degree in Business Administration. Raised in Iowa City, she developed a strong sense of community and teamwork, values she carried onto the soccer field as a member of the Winona State women's soccer team. That same dedication, discipline, and collaborative spirit now guide her approach in supporting colleagues and clients. Outside of work, Callie enjoys spending time with friends and family. Whether it's playing pickleball, hiking, or trying a new workout, she loves finding ways to keep moving and enjoy the outdoors.

Jessica has 14 years in the financial services industry and has been the Executive Assistant for the team for the past 5 years. Jessica is the diligent and strategic hand behind the scenes, making sure everything is prepped and completed on a timely basis.  She is a born and raised Cedar Rapidian.  Jessica loves taking photos, baking treats, traveling to new places, and spending time with her family. She enjoys connecting with each client and making sure they are taken care of through their financial journey.  

Raymond Schlosser is a member of our team whose energy, curiosity, and dedication help support the experience we deliver to our clients. While Raymond does not provide financial advice or recommendations, he is passionate about the work we do and shares our belief that strong financial decision-making is about more than numbers — it's about helping individuals and families pursue their goals with greater clarity and preparation, and supporting long-term goals across generations. 

Behind the scenes, Raymond supports our advisors and contributes to the day-to-day work that keeps client relationships running smoothly. He values trust, education, and genuine relationships, and he brings that same care to everything he does on behalf of the team. He is especially motivated by the opportunity to learn from experienced professionals and to grow within an industry he is excited to build his career in.
Raymond is completing his Bachelor of Business Administration in Finance at the University of Iowa, where he will graduate in May 2027. He was drawn to the team by its investment in developing its people and its emphasis on lasting client relationships — a place where he could grow professionally while contributing to meaningful work. Outside of the office, he enjoys running, golf, wakeboarding, and following college basketball.