Our Story

Dedicated to Helping You Build Your Legacy

When our founding team of investment and trust professionals united in 2004 to form Legacy Private Trust, they did so with a very simple, yet insightful vision:

  • Provide distinctly customized wealth management with an emphasis on developing long-term personal client relationships;
  • Measure all efforts against the highest industry standards, ethics and values; and
  • Place clients’ needs at the forefront of all business decisions.

Our staff of talented and credentialed professionals includes Chartered Financial Analysts™, Certified Financial Planners™, Certified Trust and Financial Advisors™, attorneys, tax and estate planning experts, trust officers, and investment managers who are committed to building enduring relationships with you and all generations of your family. Legacy’s personalized approach to wealth management has produced a growing list of clients who share our passion for excellence. Together we work diligently to secure the future for their families and join efforts to build stronger communities.

Legacy’s Board of Directors

Outstanding Leaders Support Our Mission

Legacy is honored to have the following distinguished business and community leaders contributing their expertise toward our mission of providing outstanding wealth management to our clients:

Mr. James F. Beré, Jr.

Chairman and Chief Executive Officer, ALTA Resources, Inc.

Mr. Richard A. Bergstrom

Vice Chairman, Bergstrom Corporation

Dr. Timothy T. Flaherty

Physician (Retired)

Mr. Paul A. Klister

President and Lead Developer, Commercial Horizons

Mr. Frederick W. Merizon

Advisor and Investor

Mr. Michael B. Mahlik

President, Legacy Private Trust Company

Mr. Joseph E. McGrane

Executive Vice President, Legacy Private Trust Company

Culture Statement

To serve our clients with integrity and empathy; conduct business with full transparency and with the highest ethical standards; treat our colleagues with respect and consideration; and be committed to continuous improvement and innovative advancements in financial solutions.