Our Team
People Who Put You First
Our team brings together decades of experience across financial planning, retirement income, estate planning, and small business strategy. We're proud to serve the Ann Arbor community — and beyond.
Meet Your Advising Team
We believe in a team approach — so when you work with Legacy Financial, you have the full depth of our team behind every recommendation.
Bruce Dunbar
Founder & Financial Advisor
Mark Dunbar
Partner, Financial Advisor
MBA, AAMS™
Caroline Andrews
Partner, Financial Advisor
AAMS™
Brent Martin
Financial Advisor
MBA, AAMS®
Erin Williams
Registered Client Services
Aubree Shemwell
Director of Client Services
Dayna Schultz
Client Services
Katie Hudson
Client Services
Zach Pachera
ParaPlanner