• Kelli Heitman New Administrative Assistant at Legacy Financial Partners

    Kelli Heitmann has joined Legacy Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, as an administrative assistant.

    In this role, Heitmann will support the practice with tasks such as answering phones, welcoming clients upon arrival, documenting client contacts and other office projects as necessary.

    As a private wealth advisory practice, Legacy Financial Partners provides financial advice that is anchored in understanding client needs and expectations and provided in one-on-one relationships with their clients. For more information, visit ameriprise.com or planwithLFP.com.