Guiding wealth, growing legacies

Legacy Group

Welcome to Legacy Group, a team of financial advisors nestled in the scenic Pacific Northwest. With a passion for helping individuals and families navigate the complexities of financial planning, Legacy Group is dedicated to crafting personalized strategies tailored to your unique values, goals and aspirations. Our experienced financial advisors understand that financial well-being is about more than just numbers; it's about building a legacy that lasts for generations to come. 


Take the first step towards financial empowerment today by scheduling a consultation with a Legacy Group team member. We look forward to partnering with you on your financial journey. 

Team Intro

Welcome to Legacy Group, a team of financial advisors nestled in the scenic Pacific Northwest. With a passion for helping individuals and families navigate the complexities of financial planning, Legacy Group is dedicated to crafting personalized strategies tailored to your unique values, goals and aspirations. Our experienced financial advisors understand that financial well-being is about more than just numbers; it's about building a legacy that lasts for generations to come. 


Take the first step towards financial empowerment today by scheduling a consultation with a Legacy Group team member. We look forward to partnering with you on your financial journey. 

Our story

Welcome to Legacy Group, where our story is rooted in a shared passion for empowering individuals from all walks of life to feel financially confident and secure. Nestled in the breathtaking landscape of the Pacific Northwest, our team of dedicated financial advisors is driven by a common mission: to positively impact our clients and communities alike. 

six men and one woman in matching shirts pose next to a Thrivent conference banner

Our team

Shane Austin

Shane Austin

FIC, BFA™

Financial Advisor

Zander Holman

Zander Holman

FIC

Financial Advisor

Kevin Peterson

Kevin Peterson

BFA™

Financial Advisor

Zach Saugen

Zach Saugen

BFA™

Financial Advisor

Jacob Wilson

Jacob Wilson

Financial Advisor

How we work with you

What to expect

We offer our clients highly personalized and actionable advice to help them achieve financial clarity and lead lives of meaning and gratitude. We’re here to help you reach your financial goals and build your legacy. 

Two men and one woman looking at computer and discussing around a table

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

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

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