GROW PERSONALLY.
GIVE MEANINGFULLY.
LIVE FULLY.

MICHAEL T. ZUENDEL, FOUNDER/CEO

Founded by our family. Now, for your family.

Born and raised in the heartland, our founder brings dedication and drive to Legacy Bridge Private Family Offices.

Over the years, the founding family partnered with some of the largest wealth management and family trust operations in the nation. They discovered that those institutions often focused on corporate goals rather than client goals leading to compromise, frustration, and a lack of expected client service.

That is why, after lengthy due diligence consulting with family office advisors and leading wealth and trust attorneys, the founding family established Legacy Bridge in 2015. From inception it has been the founding family’s desire to open the doors of Legacy Bridge to other like-minded families.

Today, our Founder and CEO, Mike Zuendel, ensures we will consistently deliver on our mission, purpose, and goal: provide compelling investment, advisory, and family office solutions through an exceptional and engaging client experience.

“OUR TEAM’S EXPERTISE AND EXPERIENCE ALLOWS FAMILIES TO FULFILL THEIR PURPOSE OF ACHIEVING A LIFE WELL-LIVED. IT ALLOWS THEM THE GREATEST FREEDOM OF ALL—THE FREEDOM OF TIME.” – FOUNDER
 

DECADES OF EXPERIENCE. DEDICATED TO YOU.

Christine Fleming Halbrook

President

Timothy Kadlec

Chief Investment Officer

Cindy Eaton CTFA

Vice President

Michael Hyzer J.D.

Planning Consultant

Suzie Stewart

Chief Compliance Officer

Bobbie Areges

Executive Assistant

Carly Zuendel

Administrative Manager

What we stand for. How we stand with you.

We are more than advisors.

More than money managers.

More than investment consultants.

We are your partner.

Working together to help you build your legacy beyond wealth.

We create pathways to help you achieve your potential for a life well-lived.

Whatever your dream, your passion, your purpose—we help make it happen.

Because we understand your Life Worth is more than investments and assets.

It’s growing personally, sharing passionately and contributing impactfully in the world.

This is your legacy.

We are Legacy Bridge.