Building Your Legacy
At Legacy Wealth Advisors, our team is focused on helping you build a financial legacy that reflects your values and goals. With a team of experienced professionals, we develop strategies tailored to your specific needs. We work closely with you to guide your financial decisions, aiming to create a legacy that lasts and benefits future generations. We aim to ensure that your financial path aligns with your long-term vision.
Building Your Legacy
At Legacy Wealth Advisors, our team is focused on helping you build a financial legacy that reflects your values and goals. With a team of experienced professionals, we develop strategies tailored to your specific needs. We work closely with you to guide your financial decisions, aiming to create a legacy that lasts and benefits future generations. We aim to ensure that your financial path aligns with your long-term vision.
Your Advisory Team
If you are looking for conscientious, thoughtful, seasoned, savvy, and intelligent out-of-the-box thinkers then you’ve found your team.
Brent Romenesko started his career in financial advising when he joined his family’s investment advisory business formally known as Tempo Investment Advisors, Inc. in 2004. 17 years later, he founded Legacy Wealth Advisors.
Brent works with new and existing clients to help them manage their finances and plan for their future goals and retirement. Brent graduated from Michigan Tech with his Bachelor of Science in Materials & Metallurgical Engineering. After nearly a decade in the medical device and engineering field, Brent took his strong eye for detail and knowledge of efficient processes to the financial advising industry.
Brent furthered his education by obtaining his MBA in Finance from the University of St. Thomas. He has also earned his CFP™ (CERTIFIED FINANCIAL PLANNER™) certification, which confirms he has exceeded extensive training and experience requirements, and committed to the CFP Board’s ethical standards that require him to put his clients’ interests first. Brent is a former Chairman of the Board with the Southwest Metro Chamber of Commerce, and past President of the Victoria Lions Club; he continues to be an active and engaged member of both organizations.
Brent grew up in Midland, Michigan before moving to Chaska, Minnesota where he currently resides with his wife and their two kids, two dogs and two cats. Both kids participate in the local 4H Club and enjoy a variety of sports from running track and cross country skiing, to playing soccer and basketball. When he isn’t watching kids’ sports, Brent enjoys running with his dogs, fishing with his family and spending time at their family cabin up north.
(P) 952.300.8836
(E) brent@lwadvisors.com
Zach began his career in financial services in the spring of 2020 at an investment management firm called Trademark Financial Management. While there, he acted as the head of trading and as a portfolio analyst, servicing multiple financial advisors with their clients’ investment strategies. Zach is currently pursuing the CERTIFIED FINANCIAL PLANNER™ CFP® designation.
Zach grew up in the Twin Cities and is a graduate of the University of Minnesota. Outside of work, he is a (former) marathoner that now loves to hike, bike, and cook.
(P) 952.300.8836
(E) Zach@lwadvisors.com
Nicole joins Legacy Wealth Advisors with over 5 years’ experience of dedicated support to advisors at a full-service broker dealer called Crown Capital Securities. During her time at Crown Capital Securities, she excelled in fostering enduring advisor-client relationships while driving operational efficiency. Nicole is passionate about providing dedicated support to clients and advisors alike.
Nicole grew up in Orange County CA and recently moved to the Texas Hill Country with her husband and 2 boys. When not enjoying taking the boys to various sports and activities, Nicole enjoys her free time playing competitive tennis and mastering the art of Texas BBQ.
(P) 952.300.8836
(E) nicole@lwadvisors.com
Business Support
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Your Advisory Team
If you are looking for conscientious, thoughtful, seasoned, savvy, and intelligent out-of-the-box thinkers then you’ve found your team.
Brent Romenesko started his career in financial advising when he joined his family’s investment advisory business formally known as Tempo Investment Advisors, Inc. in 2004. 17 years later, Brent and the Tempo team joined forces with Geoff and his GSH team to create the partnership that is now known as Legacy Wealth Advisors.
Brent works with new and existing clients to help them manage their finances and plan for their future goals and retirement. Brent graduated from Michigan Tech with his Bachelor of Science in Materials & Metallurgical Engineering. After nearly a decade in the medical device and engineering field, Brent took his strong eye for detail and knowledge of efficient processes to the financial advising industry.
Brent furthered his education by obtaining his MBA in Finance from the University of St. Thomas. He has also earned his CFP™ (CERTIFIED FINANCIAL PLANNER™) certification, which confirms he has exceeded extensive training and experience requirements, and committed to the CFP Board’s ethical standards that require him to put his clients’ interests first. Brent is a former Chairman of the Board with the Southwest Metro Chamber of Commerce, and past President of the Victoria Lions Club; he continues to be an active and engaged member of both organizations.
Brent grew up in Midland, Michigan before moving to Chaska, Minnesota where he currently resides with his wife and their two kids, two dogs and two cats. Both kids participate in the local 4H Club and enjoy a variety of sports from running track and cross country skiing, to playing soccer and basketball. When he isn’t watching kids’ sports, Brent enjoys running with his dogs, fishing with his family and spending time at their family cabin up north.
(P) 952.300.8836
(E) brent@lwadvisors.com
Zach began his career in financial services in the spring of 2020 at an investment management firm called Trademark Financial Management. While there, he acted as the head of trading and as a portfolio analyst, servicing multiple financial advisors with their clients’ investment strategies. Zach is currently pursuing the CERTIFIED FINANCIAL PLANNER™ CFP® designation.
Zach grew up in the Twin Cities and is a graduate of the University of Minnesota. Outside of work, he is a (former) marathoner that now loves to hike, bike, and cook.
(P) 952.300.8836
(E) Zach@lwadvisors.com
Nicole joins Legacy Wealth Advisors with over 5 years’ experience of dedicated support to advisors at a full-service broker dealer called Crown Capital Securities. During her time at Crown Capital Securities, she excelled in fostering enduring advisor-client relationships while driving operational efficiency. Nicole is passionate about providing dedicated support to clients and advisors alike.
Nicole grew up in Orange County CA and recently moved to the Texas Hill Country with her husband and 2 boys. When not enjoying taking the boys to various sports and activities, Nicole enjoys her free time playing competitive tennis and mastering the art of Texas BBQ.
(P) 952.300.8836
(E) nicole@lwadvisors.com
Business Support
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®