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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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 Advisor & Wealth Planner
Mary Foster

Client Service Associate
Ashley Barrett

Client Service Associate & Administrative Assistant
Jeffrey Dixon

Of Counsel
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