Lighting the Way Forward
Legacy Wealth Advisors takes a “hands-on” approach to educating clients about the financial industry. It is our goal to build long-term relationships and to be trusted by our clients for our customized service and professional knowledge. We will provide each client with financial clarity that allows them greater confidence and freedom to pursue their careers and personal dreams.
Lighting the Way Forward
Legacy Wealth Advisors takes a “hands-on” approach to educating clients about the financial industry. It is our goal to build long-term relationships and to be trusted by our clients for our customized service and professional knowledge. We will provide each client with financial clarity that allows them greater confidence and freedom to pursue their careers and personal dreams.
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.
Geoff Hansen established his advisory practice in 2011, known as GSH Asset Management, LLC, and 10 years later co-created the partnership currently known as Legacy Wealth Advisors.
Geoff began his career in finance over 25 years and enjoys helping clients and their families manage their finances and plan for the future. He started in the industry as an Associate Advisor at Merrill Lynch in Minneapolis before joining U.S. Growth Investments and Jundt Associates as a mutual fund wholesaler. In 2001, he joined Community Bank of Chaska as their Financial Advisor where he provided his services for 10 years prior to starting his own practice.
Geoff graduated with a Bachelor of Science degree in Financial Economics from Gustavus Adolphus College and later obtained his Accelerated Certificate in Financial Planning from the Carlson School of Management at the University of Minnesota. He holds the AIF® designation (Accredited Investment Fiduciary®), FINRA Series 7 and Series 63 & 66 registrations through LPL Financial.
Geoff grew up all over the world, including time in Okinawa (Japan), Hawaii and Chicago. He currently resides in Chaska, Minnesota with his wife and 3 sons. He is an active member and former president of the Chaska Lions Club, a former board member for the Chaska Baseball Association and a former board member of the District 112 Foundation. In his free time, Geoff enjoys going to Vikings and Gophers football games, traveling, playing golf, and spending time with his family and friends.
(P) 952.556.1311
(E) geoff@lwadvisors.com
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
Chris Reisdorf began his financial advising career in 2001, and has since joined the partnership of Legacy Wealth Advisors. He enjoys taking time to learn about his client’s full financial situation, and helps them navigate through their financial journey together.
Chris graduated from Minnesota State University, Mankato with a Bachelor’s degree in Finance and Financial Planning. He also earned and maintains the Accredited Investment Fiduciary® (AIF®) designation. He continues to meet the educational and ethical standards to carry out his fiduciary duty of care and act in the best interests of his clients. In addition, he holds the FINRA Series 7 and Series 63 & 66 registrations through LPL Financial.
Chris is a former Chairman of the Woodbury Chamber of Commerce, and current volunteer and board member for the Junior Achievement program.
Chris grew up in Hudson, Wisconsin and now resides in Woodbury, MN with his wife and two sons. Both boys enjoy a variety of sports including baseball, football, soccer and gymnastics. In between sporting events, Chris enjoys spending time with his family on the lake in their pontoon and watching Vikings football games.
(P) 651.447.7116
(E) chris@lwadvisors.com
Matt Hand joined Legacy Wealth Advisors in 2016 as a Financial Advisor. He works with individuals and families in financial planning as well as assisting businesses in running effective retirement plans for their employees. Matt is a part of the Legacy Wealth Advisors Investment Committee where he is responsible for implementing and managing the investment strategies used at the firm.
Matt graduated from Iowa State University in 2016 and holds the FINRA Series 7 and Series 66 registrations through LPL Financial. He is also a licensed Life and Health Insurance Producer in the States of Minnesota and Florida. He is an Ambassador for the Southwest Metro Chamber of Commerce and an active member in a local BNI Chapter.
Matt grew up in Solon, Iowa before moving to Minneapolis to begin his career in Wealth Management. He and his wife, Meg, live in St. Louis Park, MN with their dogs, Nellie and Louie. In his free time, Matt enjoys golfing, attending various collegiate and professional sporting events, biking the metro trails, and exploring local craft breweries and distilleries.
(P) 952.960.1389
(E) matt@lwadvisors.com
Erin joined Legacy Wealth Advisors in 2009 as the Director of Operations and Financial Planning. Before devoting her work full time to Legacy Wealth Advisors, Erin was a Financial Analyst for Lockheed Martin, overseeing the control of accounts and records for various contracts. She also served as a business unit financial resource for Entegris, Inc., analyzing industry conditions and impact on profitability.
Erin specializes in the financial planning process and is attentive to the small details that are pieced together into a comprehensive overview of our clients’ financial goals. In addition to financial planning, her focus is set on assuring efficiency throughout the practice so the firm can perform to its best potential.
Erin graduated with a degree in Business Finance from the University of Wisconsin, Stout, where she was a team captain for the Blue Devil’s Volleyball Team. She continued her education and received her Mini-MBA Certificate through the University of St. Thomas, as well as her Certificate in Financial Planning through Northwestern University. Erin is a CERTIFIED FINANCIAL PLANNER™ Professional and holds the FINRA Series 7 and Series 66 registrations through LPL Financial.
Erin was born, raised and currently resides in Chaska, Minnesota with her husband and two children. Erin is a proud board member of the Rotary Club of Chaska where she is the youth exchange officer for the Foreign Exchange Student program. She enjoys watching her kids play golf, baseball, and downhill ski, and has just enough time remaining to instruct fitness classes.
(P) 952.556.1328
(E) erin@lwadvisors.com
Bekah Triethart joined Legacy Wealth Advisors in February of 2021. She came to us with over 4 years of experience in the Financial Planning industry supporting advisors and their practices. She interned with the former Tempo Investment Advisors, Inc. in 2017 while she was completing her degree.
Bekah facilitates trading and asset movement for all advisors at Legacy Wealth Advisors. She collaborates with our Investment Committee on model management to keep the firm’s process running as efficient as possible.
Bekah graduated from MSU Mankato with a double major in Financial Planning and Insurance and the Spanish Language. Bekah is a licensed Life and Health Insurance producer through the State of Minnesota and holds the FINRA Series 7 and Series 66 registrations through LPL Financial.
In her free time, Bekah enjoys hunting and fishing, spending time with friends and family and doing projects around her new home.
(P) 952.300.8836
(E) bekah@lwadvisors.com
Kate joined Legacy Wealth Advisors in 2023 as a Paraplanner. Before working as a Paraplanner, Kate was a Financial Empowerment Specialist with Dakota County. While at Dakota County, Kate was certified as an Accredited Financial Counselor® through AFCPE®.
Kate provides client relationship and operational expertise to the firm. She is the engine in the room and ensures that, not only the office runs smoothly, but the firm is fully equipped to meet the needs of our clients. It is her joy to come along side our advisors and be a part of the incredible work we do for people.
Kate graduated with a Bachelor of Science in Business Administration from William Jewell College in Liberty, Missouri. She continued her education at the University of St. Thomas and completed a Certified Professional Project Manager Certification and a certification as an Agile Practitioner.
Kate was born and raised in Kansas City, Missouri, and moved to Minnesota 12 years ago and has enjoyed embracing all that Minnesota has to offer. Kate and her family enjoy spending time outside with their beloved three-year-old dog, Charlie, cross-country skiing, snowshoeing, biking, and canoeing.
(P) 651.447.7116
(E) kate@lwadvisors.com
Karmen Burkholder has worked in financial client services since 2019 for Legacy Wealth Advisors. She is the welcoming smile upon arriving to the office and assists our clients with any questions and scheduling needs.
Karmen provides administrative and sales support to the team in all aspects of client service, client relationship-building and account maintenance. She assists the firm’s advisors in providing the high level of care that clients have come to expect from Legacy Wealth Advisors.
Karmen graduated with her Bachelor of Science degree in Teaching from Minnesota State University, Mankato. She spent almost a decade in Retail Management followed by over 20 years in the teaching and childcare industries before making the switch to Financial Services.
Karmen grew up in Chaska, MN before meeting her husband and moving to Arizona for 10+ years. She has spent the last 20+ years making Chaska, MN home for her husband and two grown boys. In her free time, she enjoys watching her youngest son play hockey and spending time with her family and friends up north at the cabin.
(P) 952.556.1319
(E) karmen@lwadvisors.com
Business Support
Will Brand, CRCP®
Jenny Kurz
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.
Geoff Hansen established his advisory practice in 2011, known as GSH Asset Management, LLC, and 10 years later co-created the partnership currently known as Legacy Wealth Advisors.
Geoff began his career in finance over 25 years and enjoys helping clients and their families manage their finances and plan for the future. He started in the industry as an Associate Advisor at Merrill Lynch in Minneapolis before joining U.S. Growth Investments and Jundt Associates as a mutual fund wholesaler. In 2001, he joined Community Bank of Chaska as their Financial Advisor where he provided his services for 10 years prior to starting his own practice.
Geoff graduated with a Bachelor of Science degree in Financial Economics from Gustavus Adolphus College and later obtained his Accelerated Certificate in Financial Planning from the Carlson School of Management at the University of Minnesota. He holds the AIF® designation (Accredited Investment Fiduciary®), FINRA Series 7 and Series 63 & 66 registrations through LPL Financial.
Geoff grew up all over the world, including time in Okinawa (Japan), Hawaii and Chicago. He currently resides in Chaska, Minnesota with his wife and 3 sons. He is an active member and former president of the Chaska Lions Club, a former board member for the Chaska Baseball Association and a former board member of the District 112 Foundation. In his free time, Geoff enjoys going to Vikings and Gophers football games, traveling, playing golf, and spending time with his family and friends.
(P) 952.556.1311
(E) geoff@lwadvisors.com
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
Chris Reisdorf began his financial advising career in 2001, and has since joined the partnership of Legacy Wealth Advisors. He enjoys taking time to learn about his client’s full financial situation, and helps them navigate through their financial journey together.
Chris graduated from Minnesota State University, Mankato with a Bachelor’s degree in Finance and Financial Planning. He also earned and maintains the Accredited Investment Fiduciary® (AIF®) designation. He continues to meet the educational and ethical standards to carry out his fiduciary duty of care and act in the best interests of his clients. In addition, he holds the FINRA Series 7 and Series 63 & 66 registrations through LPL Financial.
Chris is a former Chairman of the Woodbury Chamber of Commerce, and current volunteer and board member for the Junior Achievement program.
Chris grew up in Hudson, Wisconsin and now resides in Woodbury, MN with his wife and two sons. Both boys enjoy a variety of sports including baseball, football, soccer and gymnastics. In between sporting events, Chris enjoys spending time with his family on the lake in their pontoon and watching Vikings football games.
(P) 651.447.7116
(E) chris@lwadvisors.com
Matt Hand joined Legacy Wealth Advisors in 2016 as a Financial Advisor. He works with individuals and families in financial planning as well as assisting businesses in running effective retirement plans for their employees. Matt is a part of the Legacy Wealth Advisors Investment Committee where he is responsible for implementing and managing the investment strategies used at the firm.
Matt graduated from Iowa State University in 2016 and holds the FINRA Series 7 and Series 66 registrations through LPL Financial. He is also a licensed Life and Health Insurance Producer in the States of Minnesota and Florida. He is an Ambassador for the Southwest Metro Chamber of Commerce and an active member in a local BNI Chapter.
Matt grew up in Solon, Iowa before moving to Minneapolis to begin his career in Wealth Management. He and his wife, Meg, live in St. Louis Park, MN with their dogs, Nellie and Louie. In his free time, Matt enjoys golfing, attending various collegiate and professional sporting events, biking the metro trails, and exploring local craft breweries and distilleries.
(P) 952.960.1389
(E) matt@lwadvisors.com
Erin joined Legacy Wealth Advisors in 2009 as the Director of Operations and Financial Planning. Before devoting her work full time to Legacy Wealth Advisors, Erin was a Financial Analyst for Lockheed Martin, overseeing the control of accounts and records for various contracts. She also served as a business unit financial resource for Entegris, Inc., analyzing industry conditions and impact on profitability.
Erin specializes in the financial planning process and is attentive to the small details that are pieced together into a comprehensive overview of our clients’ financial goals. In addition to financial planning, her focus is set on assuring efficiency throughout the practice so the firm can perform to its best potential.
Erin graduated with a degree in Business Finance from the University of Wisconsin, Stout, where she was a team captain for the Blue Devil’s Volleyball Team. She continued her education and received her Mini-MBA Certificate through the University of St. Thomas, as well as her Certificate in Financial Planning through Northwestern University. Erin is a CERTIFIED FINANCIAL PLANNER™ Professional and holds the FINRA Series 7 and Series 66 registrations through LPL Financial.
Erin was born, raised and currently resides in Chaska, Minnesota with her husband and two children. Erin is a proud board member of the Rotary Club of Chaska where she is the youth exchange officer for the Foreign Exchange Student program. She enjoys watching her kids play golf, baseball, and downhill ski, and has just enough time remaining to instruct fitness classes.
(P) 952.556.1328
(E) erin@lwadvisors.com
Bekah Triethart joined Legacy Wealth Advisors in February of 2021. She came to us with over 4 years of experience in the Financial Planning industry supporting advisors and their practices. She interned with the former Tempo Investment Advisors, Inc. in 2017 while she was completing her degree.
Bekah facilitates trading and asset movement for all advisors at Legacy Wealth Advisors. She collaborates with our Investment Committee on model management to keep the firm’s process running as efficient as possible.
Bekah graduated from MSU Mankato with a double major in Financial Planning and Insurance and the Spanish Language. Bekah is a licensed Life and Health Insurance producer through the State of Minnesota and holds the FINRA Series 7 and Series 66 registrations through LPL Financial.
In her free time, Bekah enjoys hunting and fishing, spending time with friends and family and doing projects around her new home.
(P) 952.300.8836
(E) bekah@lwadvisors.com
Kate joined Legacy Wealth Advisors in 2023 as a Paraplanner. Before working as a Paraplanner, Kate was a Financial Empowerment Specialist with Dakota County. While at Dakota County, Kate was certified as an Accredited Financial Counselor® through AFCPE®.
Kate provides client relationship and operational expertise to the firm. She is the engine in the room and ensures that, not only the office runs smoothly, but the firm is fully equipped to meet the needs of our clients. It is her joy to come along side our advisors and be a part of the incredible work we do for people.
Kate graduated with a Bachelor of Science in Business Administration from William Jewell College in Liberty, Missouri. She continued her education at the University of St. Thomas and completed a Certified Professional Project Manager Certification and a certification as an Agile Practitioner.
Kate was born and raised in Kansas City, Missouri, and moved to Minnesota 12 years ago and has enjoyed embracing all that Minnesota has to offer. Kate and her family enjoy spending time outside with their beloved three-year-old dog, Charlie, cross-country skiing, snowshoeing, biking, and canoeing.
(P) 651.447.7116
(E) kate@lwadvisors.com
Karmen Burkholder has worked in financial client services since 2019 for Legacy Wealth Advisors. She is the welcoming smile upon arriving to the office and assists our clients with any questions and scheduling needs.
Karmen provides administrative and sales support to the team in all aspects of client service, client relationship-building and account maintenance. She assists the firm’s advisors in providing the high level of care that clients have come to expect from Legacy Wealth Advisors.
Karmen graduated with her Bachelor of Science degree in Teaching from Minnesota State University, Mankato. She spent almost a decade in Retail Management followed by over 20 years in the teaching and childcare industries before making the switch to Financial Services.
Karmen grew up in Chaska, MN before meeting her husband and moving to Arizona for 10+ years. She has spent the last 20+ years making Chaska, MN home for her husband and two grown boys. In her free time, she enjoys watching her youngest son play hockey and spending time with her family and friends up north at the cabin.
(P) 952.556.1319
(E) karmen@lwadvisors.com
Business Support
Will Brand, CRCP®
