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.


Our Board of Directors

Mr. James F. Beré, Jr.
Chairman and Chief Executive Officer,
ALTA Resources, Inc.
Mr. Richard A. Bergstrom
Vice Chairman,
Bergstrom Corporation
Marissa Downs
Mrs. Marissa Downs
Mosaic Property Ventures
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
Legacy Private Trust Company
Mr. Joseph E. McGrane
Executive Vice President,
Legacy Private Trust Company