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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.