Legacy Investment Partners


David W. Goeglein, CFA

Joining Legacy in 2008, David Goeglein strives to meet the financial needs of individuals, families, and charitable foundations through asset management and financial planning. A graduate of Concordia University, David earned a degree in Accounting and Business Administration. Initially joining Legacy as an intern, David now serves full time as a financial analyst. He continues to serve the financial needs of clients in areas of trading, analysis, and investment selection. David is a CFA® charterholder and enjoys spending time with his wife and two boys when away from the office.