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

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 22 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

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.

jeremy

Jeremy Wood Financial Planner

Jeremy Wood is a financial planner with Legacy Financial Group, LLC. He got his start in the financial industry in 2011.

Jeremy 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.

Jeremy can be contacted directly at (801) 674-8040, or email him at jeremy@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.

Or give us a call at (877) 541-LIFE (5433)

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