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Our Team

In addition to holding the Legacy organization to the highest standards of ethics and fiscal responsibility, we hold our people to the highest standards of professional excellence.

Meet Our Executive Team

  • Tracey Hornbeck

    President & CEO
    Legacy Trust

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  • Mark Periard, JD

    Senior Vice President,
    Director of Wealth Management

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  • Melanie VanderHoff

    Senior Vice President,
    Director of Operations & Risk Management

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  • Steven Doorn, CFA

    Senior Vice President,
    Chief Investment Officer

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Meet Our Advisory Team

  • Kelly DeRidder, CTFA®

    Senior Vice President,
    Senior Trust Officer

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  • Brian Moore, MBA, CFP®, CTFA®

    Senior Vice President,
    Senior Wealth Advisor

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  • Brian Balke, CFP®, CIMA®

    Vice President,
    Senior Portfolio Manager & Wealth Advisor

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  • Greg Barshied, CFA

    Portfolio Manager

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  • Andrew Otten

    Associate Portfolio Manager

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  • Gavin Anderson, CIMA®

    Performance Analyst

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  • Collin Hartley

    Associate Wealth Planner

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  • Mary Foster

    Client Service Associate

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  • Ashley Barrett

    Client Service Associate & Administrative Assistant

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  • Jeffrey Dixon

    Jeffrey Dixon

    Of Counsel

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