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Our Team

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Dana Tupper, CRPC®, CPFA®

VP - Financial Services Manager/Senior Financial Advisor

920-845-1947

danatupper@legacyfinancialserviceswi.com

Dana Tupper, CRPC®, CPFA® has always had a passion for helping people with their finances. She began as a Relationship Banker in 2005 and joined the financial services team in 2011. Specializing in retirement planning,...

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John Fierst

Financial Advisor

920-845-1958

johnfierst@legacyfinancialserviceswi.com

John Fierst has over two decades of experience in the insurance and financial services industry... 

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Erin Hackbart

Financial Advisor

920-845-1926

erinhackbart@legacyfinancialserviceswi.com

Erin Hackbart is a Financial Advisor with a passion for helping individuals and families gain confidence in their financial futures. 

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Molly LaTour

Customer Service Assistant

920-845-5818

mollylatour@legacyfinancialserviceswi.com

Although my title is a Customer Service Assistant, I like to think of myself as a relationship builder and troubleshooter. I’m often the first point of contact answering phones and welcoming people to our office. My goal is to make...
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Jill Belter

Customer Service Associate

920.845.5818

jillbelter@legacyfinancialserviceswi.com

Jill Belter is a Customer Service Associate at Legacy Financial Services who values strong relationships and attentive client support. With a background in banking, she brings a practical, client-focused approach to every interaction,...
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