Our Story
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.

Legacy Financial Advisors our story image 1
Scott Schultz
Scott SchultzFinancial AdvisorLUTCF®, 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

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Jo Schultz
Jo SchultzMember Engagement & Community Director

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.

Wendy Miller
Wendy MillerAssociate

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.

Skyler  Burleson
Skyler BurlesonSkyler Burleson - Office Professional

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.

Tucson Location
8740 N. Thornydale Rd. Suite 130
Tucson, AZ 85742
Phone520-389-8380Fax520-389-8386Hours
M – F: 9 a.m. – 5 p.m.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 520-389-8380

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations