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
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,...
John Fierst
Financial Advisor
johnfierst@legacyfinancialserviceswi.com
John Fierst has over two decades of experience in the insurance and financial services industry...
Erin Hackbart
Financial Advisor
erinhackbart@legacyfinancialserviceswi.com
Erin Hackbart is a Financial Advisor with a passion for helping individuals and families gain confidence in their financial futures.
Molly LaTour
Customer Service Assistant
mollylatour@legacyfinancialserviceswi.com
Jill Belter
Customer Service Associate
jillbelter@legacyfinancialserviceswi.com