Legacy Wealth Management

03/25/2026

We have the pleasure of welcoming Jeremy McIntosh to the Legacy Wealth Management team!

Jeremy is a University of Iowa Tippie College of Business graduate in Finance and a volunteer with North Liberty Community Ambassadors program.

Outside of work, he enjoys weightlifting, Hawkeyes sports, learning about commercial real estate, and spending time with his wife Camryn, family, and friends. He values hard work, integrity, and building lasting relationships both personally and professionally

We invite you to connect with him to discuss your financial goals and explore different strategies to achieve them!

12/24/2025

11/11/2025

On this Veterans Day, we honor the brave men and women who have served our nation with unwavering courage and sacrifice. Your dedication inspires us everyday. Thank you all for your service!

09/18/2025

Our advisors are heading home from the Principal Exchange, this year’s national conference in Louisville! They enjoyed connecting with peers, industry partners, and colleagues while gaining fresh insights to better serve their clients. We’re excited to bring this knowledge home and are looking forward to the 2026 conference in Florida!

09/12/2025

Another great year at the University of Iowa College of Dentistry’s annual Dental Fair! This marks our 6th year of attending and supporting future dental professionals with their financial planning and employer benefit needs. Cheers to another successful year and the bright future ahead!

08/09/2025

Come check us out at one of our favorite events of the year- Tiffin Rec Fest in City of Tiffin, Iowa. Make sure to grab a bag and some sunglasses! 😎 Welove being a part of this wonderful community!

07/24/2025

We had a great time yesterday at our team event - golf class led by Megan Menzel, head coach of Iowa Women’s Golf! Huge thanks to Megan for sharing her time and expertise with us. We learned a lot and had fun! ⛳️

06/04/2025

We have the pleasure of welcoming Callie Menzel to the Legacy Wealth Management Team!

Callie will be serving as a Client Service Associate supporting Alec Sindelar, JD Klopfenstein, and the rest of the Legacy Wealth Management Team. She is based in our Tiffin location and is beginning her career in the business world after graduating 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, particularly her two sisters, especially when it involves staying active. Whether it's playing pickleball, hiking, or trying a new workout, she loves finding ways to keep moving and enjoy the outdoors. Please join us in welcoming Callie to the team!

05/26/2025

In honor of Memorial Day, we remember and honor those who made the ultimate sacrifice for our freedom. Our offices are closed today as we reflect on their service. 🇺🇸