
What moves your heart?
Legacy Financial Group is a Thrivent Financial professional agency dedicated to helping you make smart financial decisions that fit your life. As one of the largest not-for-profit financial services organizations in the country, we are able to offer a range of solutions designed just for you including insurance, investment, and retirement planning. We provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help you do just that.
Once you connect with a licensed financial advisor in-person, over the phone or online, we can assist you in identifying the goals and values contributing to your current financial picture to be able to discern missing gaps. From there, we can make solution recommendations that are unique to you as we work toward your future goals. But that’s not the end; we stay connected to track your progress and offer adjustments as your life goes through changes.
You deserve to focus on what matters most to you. We’ll ensure you have the tools to do that.
Meet Our Team

Scott Schultz
LUTCF®, FICF, FIC
This year, Scott celebrates 26 years with this company. As a Christian Father, Husband and business owner, Scott knows the importance of prayerful action. He works hard to ensure his clients can live their dreams of Proverbs 13:22
- Title
Financial Advisor
- State(s) Licensed
- AR Insurance Lic. #6746641 , AZ, CA Insurance Lic. #0L76143 , CO, DE, IN, MA, ME, MI, NC, TX,
- Website
- https://connect.thrivent.com/scott-j-schultz
- Phone
- 520-389-8380
- Fax
520-389-8386

Jo Schultz
Veteran and wife, Jo is our teams outreach person. Focusing on our members and what they love, Jo spends much of her time with nonprofits and churches. She is our go to person for member benefits.
- Title
Member Engagement & Community Director
- Phone
- 520-389-8380 ext 2
- Fax
520-389-8386

Wendy Miller
Entering into the new world of finance, Wendy is an incredible blessing to our team and community. Wife, mother and Christian Leader, Wendy has decided to bring all the gifts God has given her to the field of finance. Recently licensed with a heart to serve, we believe that she will be a great asset to those she meets.
- Title
Associate
- Location
8740 N Thornydale #130 Tucson AZ 85742

Heidi Stoeckman
Meet this year's intern: Heidi Stoeckman. Heidi is attending the University of Arizona and is a member of Redeemer Evangelical Lutheran Church. She has shown herself to be a willing and hard worker while bringing joy to our office every day she joins us. While we joke that we aren't letting her leave, we hope that we can help her gain the tools she needs to be successful where ever her road leads next. (Here, we are really hoping it leads here)
- Title
Office Professional - Intern
- Location
Legacy Financial Advisors Office

Skyler Burleson
Who is the new guy on the phone? That would be our new office professional Skyler. Skyler's grandmother is a long time Thrivent member and Skyler has been a part of our family his entire life. The Office Professional role is a new adventure for him and he is learning fast. He loves vehicles and animals. Strong in his faith and love for others, we are grateful for his time with us.
- Title
Skyler Burleson - Office Professional
- Location
Legacy Financial Advisors - Thrivent Office