We’ll help you use money wisely so you can live generously.

Legacy Consultants

At Legacy Consultants, we strive to use our God-given abilities to be the most competent and caring financial planning group in the area. Guided by our faith, we help empower clients to reach and protect their financial goals while also kindling a spirit of joyful generosity.  

Our team of professionals represents Thrivent, the largest fraternal benefit society in the country. We view our clients as an extension of our family, and we seek to exceed your expectations by delivering customized financial guidance that supports your goals and values. 

 


Team Intro

At Legacy Consultants, we strive to use our God-given abilities to be the most competent and caring financial planning group in the area. Guided by our faith, we help empower clients to reach and protect their financial goals while also kindling a spirit of joyful generosity.  

Our team of professionals represents Thrivent, the largest fraternal benefit society in the country. We view our clients as an extension of our family, and we seek to exceed your expectations by delivering customized financial guidance that supports your goals and values. 

 


Our story

Raeann, David and Rick formed one team named Legacy Consultants.  


Our name is significant for two reasons. First, we are dedicated to helping clients make the most of their assets and protect their income so they can plan a legacy that continues supporting the churches, charities and people they love long after they’ve gone to heaven. 

Our team

Raeann Kusch

Raeann Kusch

CFP®, ChFC®, CLU®, CAP®, FIC, RICP®

Wealth Advisor

Rick Hart

Rick Hart

FIC

Financial Advisor

David Herman

David Herman

FIC

Financial Advisor

Jordan Blanchard

Jordan Blanchard

FIC

Associate Financial Advisor

Ann Seitz-Brown

Ann Seitz-Brown

RICP®, CLTC®, CCPS®, CDFA®

Financial Advisor

Our advice approach

Building your financial blueprint

Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.

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How we work with you

We seek first to understand, then to be understood. Our first priority is to understand our clients’ goals and values. Our clients also get to decide how they want to engage with us. We offer three levels of service: life event specific financial planning, assets under management investment advice or dedicated planning. 

Two women and one man sitting at a table looking at document

Our solutions

two men and one woman sitting together taking notes and reviewing computer

Advice Services

Our financial advisors focus on providing purpose-based advice that aligns with what you care about most.

Dedicated Planning Services

Dedicated Planning Services

Comprehensive advice and financial strategies that are in your best interest.

generosity

Generosity

From volunteering with a favorite organization to making recurring donations to worthwhile causes, Thrivent can help you build generosity into your financial strategy.

About Thrivent

How we’re different

Whether it’s their faith, families or communities, many Thrivent clients use their finances for something bigger than money. Watch one client’s story and get inspired to follow your heart with Thrivent.

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Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Thrivent membership benefits

Office information

Operating Hours:

M – F: 9 a.m. – 5 p.m.

Operating Hours:

M – F: 9 a.m. – 5 p.m.