“Your Vision, Our Expertise: Your Peace of Mind” ®
 
 
 

Tom Menzel, CFP®

Email: tmenzel@lfamn.com

Tom is a principal owner and President of Legacy Financial Advisors, and has been with the firm since its inception in 1996. Previous to joining Legacy and prior to acquiring the firm in 1997, he was a Registered Investment Advisory Associate and Investment Manager. From 1988 to 1996 he served as President of T.L. Menzel, Ltd. He has also been a Registered Representative with Crown Capital Securities and a Registered Principal of TITAN/Value Equities Group, Inc. Throughout his entire career he has helped individuals and families simplify their financial lives while educating them through each of life’s transitions.

Tom is an active member and past president of the Financial Planning Association of Minnesota. He has been featured in Mpls. St. Paul Magazine, Minneapolis Star Tribune, Planning Matters, Financial Planning, Minnesota Business Monthly and The Wall Street Journal Weekend Report. Of his many awards and recognitions, Tom is especially proud of being named a “Five Star Best in Client Satisfaction Wealth Manager” in 2015, 2016 and 2017.

Tom earned a Bachelor of Arts in Business Finance from the University of Wisconsin, Eau Claire, and his Certified Financial Planner designation from the College of Financial Planning in Denver, Colorado. Tom enjoys volunteering in his church and singing in the choir. Tom and his wife Kerry believe in giving back to the community in which they live.