Our Team

Todd brings deep expertise to his role, with a career spanning several leadership positions in distinguished Minneapolis Family Offices and Registered Investment Advisory firms. He specializes in advising high-net-worth families with complex financial needs, including investment management, tax and financial planning, business succession, estate strategies, and philanthropic planning.

Todd holds a degree in accounting from Saint John’s University (Collegeville, MN). He is a Certified Public Accountant (CPA) and has earned the Personal Financial Specialist (PFS) designation, underscoring his commitment to comprehensive, client-centered financial guidance.

Outside of work, Todd enjoys golfing, fishing, and spending time with his family. Now as empty nesters, he and his wife, Jen, enjoy life in Victoria, Minnesota, and cherish time with their two grown children.

Paul brings over three decades of experience in the single-family and multi-family investment space, delivering customized wealth management and trustee services to high-net-worth families nationwide. His expertise and passion lie in trust planning and administration, financial planning, income tax strategy, and the oversight of private foundations. Paul also plays a key role in estate planning, business succession, and governance planning for multi-family office and trust clients.

He holds a B.A. in Accounting from Saint John’s University (Collegeville, MN), a Master’s in Business Taxation from the Carlson School of Management at the University of Minnesota, and a Juris Doctor from Mitchell Hamline School of Law. He is a CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant, and Licensed Attorney in Minnesota.

Paul is married to his wife Amy, and they have four children. He enjoys his family’s Italian tradition of wine making. He has appeared in numerous publications, including The Wall Street Journal and The New York Times.

Kristina serves as Director of Operations, bringing a strong foundation in strategic design, process optimization, and financial management. She leads initiatives that drive operational excellence across Legacies’ wealth management, family office, trust, and tax and accounting divisions. With a focus on delivering exceptional client service, Kristina ensures that every engagement meets the highest standards of efficiency and care.

Kristina earned her Master of Business Administration with a concentration in Strategic Management from the Carlson School of Management at the University of Minnesota. She also holds a Bachelor of Science in Business Management from Saint Cloud State University.

Kristina enjoys exploring new places, spending time outdoors, and making memories with her family. She treasures summers at the lake and hiking with her two dogs. Her appreciation for nature and curiosity for new experiences fuel both her personal and professional life.

Casey is the Tax Manager at Legacies, where he specializes in income tax planning & compliance, wealth transfer planning, and estate administration. Casey brings experience serving high-net-worth individuals and family office clients at a leading multinational public accounting firm. He has spent the last 5 years with Legacies building strong client relationships and delivering thoughtful, detail-oriented service.

Casey earned his bachelor’s degree in Accounting with a minor in International Business from the Carlson School of Management at the University of Minnesota. He is a certified Public Accountant, licensed by the Minnesota Board of Accountancy.

Casey enjoys playing golf, walking with his puppy Marco, and traveling with his wife Mara. He values time with family and friends, and loves being a father to their daughter Etta.

Jose is the Director of Investments at Legacies, where he leads investment operations and strategy while managing client portfolios with precision and care. With a strong focus on long-term performance and risk management, Jose plays a key role in shaping the firm’s investment philosophy and delivering tailored solutions that align with each client’s goals.

Jose earned his degree in Accounting with a concentration in Finance from Saint John’s University (Collegeville, MN), where he was also a dedicated student-athlete and member of the Johnnie soccer team. Jose has successfully passed Level II of the Chartered Financial Analyst (CFA) program.

Originally from Oregon, Jose enjoys staying active through soccer and running, and he loves spending time outdoors. A passionate sports fan, he proudly supports his favorite Pacific Northwest teams.

John is a Senior Wealth and Tax Associate at Legacies, where he supports clients through a cross-functional role spanning financial wealth management, taxation, and client services. With a passion for strategic problem-solving and a strong analytical mindset, John is committed to helping clients navigate complex financial decisions with clarity and confidence.

John holds a Bachelor of Science in Financial Management from the University of St. Thomas. During his time at St. Thomas, he was actively involved in campus life, participating in intramural sports and student organizations such as the Student Alumni Council, Investment Club, and Financial Management Association. John consistently earned Dean’s List honors throughout his undergraduate studies and was inducted into Beta Gamma Sigma, the premier international business honor society. He also expanded his global outlook through a J-term study abroad experience in Rome, Italy, enriching his academic journey with cross-cultural insights.

John enjoys spending time with friends and family, playing golf, exploring new restaurants, and cheering on his favorite Minnesota sports teams— who thinks every year could be their year.

Sam is a Senior Wealth Associate at Legacies, where he supports clients across financial and wealth management, tax planning, client services, and trust administration. With a strong quantitative mindset and a passion for problem-solving, Sam is dedicated to delivering thoughtful, high-quality service that helps clients achieve their financial goals.

Sam earned his degree in Global Business Leadership from Saint John’s University. During his time at St. John’s, he was a student-athlete on the football team, served in the institutional advancement office, and actively participated in intramural sports. He also broadened his global perspective through a semester abroad in Dublin, Ireland.

Sam enjoys backcountry snowmobiling, playing golf and hockey, and spending time with friends and family. His love for the outdoors and team-oriented mindset continue to shape both his personal and professional life.

Olivia is a Senior Tax Associate at Legacies with experience in tax compliance, consulting, accounting, and estate administration. She specializes in the preparation of individual, trust, estate, and flow-through entity tax returns and assists clients with estate and trust administration, helping them navigate financial and tax matters with confidence. She also supports the firm’s accounting team through general ledger oversight and financial reporting.

Olivia earned her degree in Accounting and Finance from the Carlson School of Management at the University of Minnesota–Twin Cities. She is a Certified Public Accountant licensed by the Minnesota Board of Accountancy.

Olivia enjoys baking, practicing yoga, reading, and running. She has a passion for travel and loves discovering new places and experiences with friends and family.

Alex is a Senior Wealth Associate at Legacies, where he collaborates across teams to deliver comprehensive financial and wealth management services, including investment analysis, tax planning, and client support. Driven by a passion for helping others, he creates meaningful value to clients through thoughtful, detail-oriented work.

He earned his degree in Financial Markets with a minor in Coaching from the University of Minnesota Duluth. A former student-athlete, Alex served as a two-time captain of the UMD baseball team and was twice honored with the Bulldog Award for leadership and excellence. He was also an active member of the university’s Investment Club, where he deepened his interest in financial markets.

Alex has successfully passed Level II of the CFA Program.

Outside of work, Alex enjoys staying active through sports, fishing, and spending time with friends and family.

Barb has been in the accounting world for over 40 years, bringing deep experience and steady leadership to everything she does. As Accounting Manager at Legacies, she handles day-to-day accounting operations, including bookkeeping and bill pay, for individual and family office clients.

She earned her Bachelor of Science in Business Administration from the University of Wisconsin–La Crosse and has worked across a variety of industries—from food and dining to real estate and small business—giving her a broad and practical perspective.

When she’s not working with numbers, Barb loves spending time with her husband, Dave, and their four grandchildren. She stays active playing tennis, golf, and pickleball—and she never misses a chance to cheer on her beloved Green Bay Packers.

Henry is a Wealth Associate at Legacies, where he supports clients in the areas of financial and wealth management, tax, trust administration, and client services. He is committed to building meaningful relationships by understanding each client’s unique goals and values, helping them feel confident and secure in their financial journey.

He earned his degrees in Finance and Management from Iowa State University. During his time there, Henry was actively involved in intramural sports, held leadership roles within his fraternity, and spent a semester studying abroad in Florence, Italy—an experience that broadened his global perspective.

Outside of work, Henry enjoys playing and watching sports, exploring new travel destinations, and spending quality time with family and friends.

Claire is a Marketing Coordinator at Legacies with experience in event planning, promotions, client experience, and marketing strategy. She supports a wide range of initiatives across the firm, including client experience and engagement, marketing content development, business development efforts, event planning, and general office operations.

Claire graduated from the University of St. Thomas with a Bachelor of Science in Marketing Management. During her time on campus, she was actively involved in Delta Sigma Pi, a professional business fraternity, as well as the Marketing Club. She also spent a semester studying abroad at the Bernardi Campus in Rome, Italy, an experience that broadened her global perspective.

Outside of work, Claire enjoys spending time with friends and family, being outdoors, and exploring new places to eat, from coffee shops to restaurants. Her hobbies include reading, golfing, and traveling.

Kristi is a Senior Accountant at Legacies who specializes in tax preparation, accounting, and compliance for individuals, trusts, and flow-through entity tax returns.

Kristi received her Bachelor of Science degree in Business Management from Valley City State University. Kristi brings extensive accounting and tax experience from working with a variety of companies and from owning a business.

Kristi enjoys spending time with her husband, David, and their three daughters and her sons-in-law. They recently purchased a lake home and are loving the experience. In her free time, she enjoys reading and gardening.

Karsten is a Wealth Associate at Legacies, where he supports financial planning, operational processes, wealth management, and client service activities. In his role, he collaborates across departments to deliver a high-touch experience, ensuring clients receive thoughtful guidance and seamless operational support.

Karsten graduated from the Carlson School of Management at the University of Minnesota with degrees in Finance and Entrepreneurial Management. He was awarded the prestigious Evans Scholarship—a full tuition and housing scholarship granted to high-achieving golf caddies—after years of dedication at Hazeltine National Golf Club.

While at Carlson, Karsten was actively involved in campus life. He served on the Evans Scholars Executive Board, competed in intramural flag football, and broadened his global perspective through a semester abroad in Dublin, Ireland.

Outside of work, Karsten enjoys staying active through golf and baseball. He’s a passionate Philadelphia Eagles fan, values time with family and friends, and pursues a creative interest in videography.

As Senior Accountant at Legacies, Debbie plays a key role in managing client bill pay services and preparing financial statements. She works closely with clients to make bill payment, record keeping, and banking as smooth and stress-free as possible. Debbie also supports our trust and tax clients with both administrative and client service needs.

Debbie studied at the University of Wisconsin-La Crosse and brings over 15 years of accounting experience across a variety of industries.

In her free time, Debbie enjoys spending time with her three children, traveling, catching up with friends, and cheering on the Green Bay Packers. More recently, she has taken up golf and is enjoying the challenge of improving her game one round at a time.

Kade is a Wealth Associate at Legacies, providing dedicated day to day support for trust administration, account maintenance, planning tasks, and the coordination of fiduciary responsibilities. He values strong working relationships and brings a thoughtful, detail oriented approach to understanding client needs. Kade strives to bring clarity and confidence to every task, supporting the team as they guide clients through their trust and financial journey.

Kade holds a degree in Economics from Saint John’s University (Collegeville, MN), with minors in Finance and Data Analytics. During his time at Saint John’s, he was a student athlete on the baseball team, an active member of Omicron Kappa Sigma—the campus Economics Honor Society—and expanded his global perspective through a semester abroad in Athens, Greece.

Outside the office, Kade enjoys staying active through baseball, golf, skiing, and mountain biking, and values spending time with friends and family.