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 AndersenFinancial 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.
He is an Accredited Investment Fiduciary (AIF®), has passed the Series 6, 63 and 65 licensing exams and holds licenses in life insurance, health insurance and variable contracts in multiple states.
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.
He is an Accredited Investment Fiduciary (AIF®), has passed the Series 6, 7, 63, 65 and 22 licensing exams and holds licenses in life insurance, health insurance and variable contracts in multiple states.
Kyle can be contacted directly at (435) 602-9576, or email him at kyle@thelegacyfg.com.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.