Meet the professionals who can help you
Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
Meet The Team
The team behind Legacy Financial Group, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Jerod Andersen
Financial Planner and Managing Member
Jerod Andersen is a financial planner and managing member of Legacy Financial Group, LLC. He got his start in the financial industry more than 24 years ago.
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He is an Accredited Investment Fiduciary (AIF®), has passed the FINRA Series 6, 63 and 65 licensing exams and holds licenses in life insurance, health insurance and variable contracts in multiple states.
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Jerod can be contacted directly at (801) 201-9711, or email him at jerod@thelegacyfg.com.
Kyle Zoellner
Financial Planner and Managing Member
Kyle Zoellner is a financial planner and managing member of Legacy Financial Group, LLC. He got his start in the financial industry more than 33 years ago.
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He is an Accredited Investment Fiduciary (AIF®), has passed the FINRA Series 6, 7, 63, 65 and 22 licensing exams and holds licenses in life insurance, health insurance and variable contracts in multiple states.
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Kyle can be contacted directly at (435) 602-9576, or email him at kyle@thelegacyfg.com.