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

Twenty-seven years, countless relationships, and one unwavering commitment to serving others.

For 27 years, Scott has built his career with Thrivent around faith, family, and a genuine passion for helping others. As a husband, father, grandfather, and business owner, he understands that financial success is about more than numbers. It's about creating opportunities, building lasting legacies, and helping families pursue the lives they envision.

Guided by his Christian faith and the wisdom of Proverbs 13:22, Scott believes in leading with integrity, serving with purpose, and making a difference that extends beyond generations.

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Jo Schultz
Jo SchultzMember Engagement & Community Director

If there's a way to bring people together for a good cause, Jo is probably already planning it or has it on her calendar!

As Member Engagement and Community Director, Jo connects people, creates memorable experiences, and builds relationships that extend beyond the office. Her community involvement includes the Arizona Christian Chamber of Commerce, Disabled American Veterans, Arizona Fallen Hero Memorial Riders, and Eagles Wings of Grace.

When she's not planning the next event, or supporting a local cause, Jo enjoys traveling with friends, adventures with her husband, Scott, spending time with their grandchildren and chasing their two good dogs... and the puppy. Faith, family and a healthy dose of fun keep her moving!

Wendy Miller
Wendy MillerAssociate

Faith, family and a passion for helping others. That's Wendy in a nutshell!

As a Financial Associate with Legacy Financial Advisors, Wendy brings a genuine heart for serving others and a growing wealth of financial knowledge to our team. Over the past couple of years, she has embraced new challenges, expanded her skills, and become an invaluable part of our firm's continued growth.

Wendy believes that building meaningful relationships is just as important as building financial confidence. Her dedication to learning, serving, and making positive difference shines through in the care she brings to her work.

When she's not expanding her financial expertise, Wendy enjoys spending time with her husband, David, their daughter, Sydney and their beloved dog, Toby. She and David attend Pantano Christian Church, where their faith and commitment to community remain an important part of their lives.

With her hear for people and enthusiasm for continued growth, we're excited to see what the future holds for Wendy!

Leah Zellers
Leah ZellersLeah Zellers - Office Professional

Every great team has someone who helps keep all the moving pieces together. At Legacy Financial Advisors, that's Leah!

Leah is an invaluable member of our team, serving as our Office Professional and helping keep daily operations running smoothly while providing exceptional support to our clients and team. Her dedication, and enthusiasm make her an important part of our firm's continued success.

Outside the office, Leah enjoys life with her husband, Jeremiah, their four dogs, Gryff, Crunch, Tucker, and Sampson and their two horses, Roxy and Cash. With a household that lively, it's safe to say her organizational skills come in handy both at work and at home.

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