We aim to foster a culture of continuous improvement.

OUR STORY

Legacy Bridge Private Family Offices serves at the intersection of family, enterprise, and wealth—a complex space where rational decisions and emotional realities intertwine. We are passionate about navigating these dynamics with care and expertise, finding deep fulfillment in helping families achieve clarity and unity across generations. It is both our purpose and honor to serve the families who trust us as their team.

Michael T. Zuendel founded the firm in 2015 with the belief to challenge the status quo by overcoming conventional thinking and to establish a high level of engagement with families.

Everything we do is to ensure we provide compelling investment, advisory and family office solutions through an exceptional and engaging client experience. It is our belief that through these efforts, your family, its values and wealth will thrive across the span of generations.

OUR TEAM’S DECADES OF EXPERTISE BRING MORE CONFIDENCE TO YOUR FAMILY.

MEET OUR TEAM

“Building trusted relationships through experience, integrity, and personalized financial guidance.”

“From my vantage point, nothing great is ever achieved without a sense of urgency. This belief—foundational to the founding of Legacy Bridge—drives our continual innovation to support the ever-evolving needs of the families we are privileged to serve. While we manage quarter-to-quarter, our purpose is to ensure that a family’s values and wealth thrives as their legacy is created and sustained from one generation to the next.”

MICHAEL T. ZUENDEL

Chief Executive Officer & Founder

40+ Years of experience as an entrepreneur, innovator and investor

PROFESSIONAL HIGHLIGHTS

Founded Legacy Bridge Private Family Offices for ultra-high-net-worth, multi-generational families
Dedicated to providing personal attention, control, investment performance and exceptional family office services to many of the nation’s most prominent enterprising families
Focused on helping founders, entrepreneurs, and business innovators navigate the complexity that exists at the intersection of their family, enterprise and wealth
Committed to giving back: Founded the “Initiative to Change the ‘D-Word’” [a 501(c)(3) non-profit organization] to eliminate the stigma surrounding the use of “dementia” and “demented”
Passion to change the world of cognitive impairment: Served on the National Early-Stage Advisors Group of the Alzheimer’s Association; selected for the Global Neuroscience Patient Council; sits on the Alzheimer’s Patient Advisory Board of the Center for Study on Clinical Research Participation; and serves on the Board of Directors of the Banner Alzheimer’s Institute Foundation
Advisory Board Member of Altoida, a pioneer in AI- and AR-based digital diagnostics for neurological diseases
Featured speaker at industry events throughout the country and around the world

“Reflecting on a career that spans five ‘once-in-a-lifetime’ market events, I believe our results continue to prove out our investment thesis and show the unique value proposition of Legacy Bridge: to protect and grow client portfolios.”

TIM KADLEC

Chief Investment Officer

40+ Years of experience in Investment Management

PROFESSIONAL HIGHLIGHTS

Decades of investment strategy and policy knowledge
Career focused on investment management leadership and portfolio management
Managed consolidated investment portfolios for high-net-worth families, private foundations and endowments
Oversaw a team of investment managers at Wells Fargo Private Bank that managed approximately $3 Billion in assets
Served as a voting member of the Wells Fargo Fiduciary Investment Committee, with responsibility for setting policy for the overall Fiduciary business of the company

“I help each family we serve live their ‘Life Worth’. This means protecting and scaling their most precious commodity: time. By serving as a trusted advisor and an advocate, I am able to take on the work related to the many facets—and complexities—of their lives. I ensure they are able to focus on what is most important to them.”

CINDY EATON, CTFA

Head of Family Office Services

40+ Years of experience in Wealth Management

PROFESSIONAL HIGHLIGHTS

Career focused on managing the complexities of ultra-high-net-worth families
Expertise serving multi-generational family hierarchies, including estates, trusts, and family partnerships
Dedicated to the delivery of an exceptional client experience by providing uncommon fiduciary and planning solutions
Served as a Senior Fiduciary Advisor Specialist and Relationship Manager at Wells Fargo Private Bank
Held Trust Officer and Trust Administrator positions at Brenton Banks and Hawkeye Bank & Trust, respectively
Works closely with Trust & Estate Attorneys and CPAs to ensure a family’s legacy is well-structured and secure—spanning generations
Member of the Madison County Women’s Giving Circle
Earned the Certified Trust and Fiduciary Advisor (CTFA) designation, among the highest distinctions in wealth management, planning and trust services

“I help families and multi-generational businesses strengthen relationships and protect what matters most. By fostering trust and designing growth strategies tailored to each family’s unique needs, I ensure they can focus on their priorities while knowing their legacy and goals are well supported. Through advocacy, professionalism, and integrity, I aim to create meaningful connections that stand the test of time.”

AMANDA EWING

Director, Growth and Family Engagement

25+ Years of experience in Business Development, Client Engagement & Strategic Growth

PROFESSIONAL HIGHLIGHTS

Career dedicated to building and strengthening relationships with ultra-high-net-worth families and multi-generational businesses
Expertise in solution selling, key account development, and leveraging analytical insights to drive sustainable business growth
Skilled at leading business development initiatives including client presentations, public speaking, networking events, and digital campaigns
Currently serves as Director of Growth and Family Engagement at Legacy Bridge Private Family Offices, focused on developing trust-based relationships and tailored growth strategies
Nearly a decade of experience in content marketing, including roles as Executive Sales Director and Business Development Director, where she led omnichannel marketing and client engagement strategies
Served as Senior Sales Manager at The Walt Disney Company, overseeing media sales for Amazon US and Canada, leading contract negotiations, strategic planning, and cross-category collaboration
Recognized for high emotional intelligence and the ability to blend strategic insight with meaningful relationship-building to support clients’ evolving needs

“Desired outcomes are achieved by focusing on process. Successful long-term investing requires insight and experience, as well as the fortitude to adhere to a discipline that strikes the appropriate balance between paying a reasonable price for sustainable growth, while avoiding the extremes of speculative hype and value traps.”

STEVE MUSSER, CFA® , MBA

Portfolio Manager

30+ Years of experience in the Investment Industry

PROFESSIONAL HIGHLIGHTS

Career focused on research, analysis, security selection and portfolio construction to drive long-term investment returns
Held positions in Sell-Side and Buy-Side Research, Institutional Portfolio Management, and Investment Product Management
Oversaw a team of nine analysts, successfully managing a $400 million dollar portfolio
Recognized two consecutive years by The Wall Street Journal in their annual “Best on the Street” ranking for stock picking
Appeared on CNBC and has been quoted in The Wall Street Journal, as well as other industry journals
Earned the Chartered Financial Analyst® (CFA®) designation, considered the gold standard in the investment management field
Earned a BA in Economics and an MBA in Finance

“Here, who I am as a person—both personally and professionally—is brought together and my vocation, interests and passions form my purpose: to help others. I could not imagine a greater responsibility or more fulfilling role than to help the families we serve to live their best lives and pursue their aspirations across the expanse of their family’s generations.”

BOBBIE AREGES

Senior Account Specialist

35+ Years of experience in Wealth Management

PROFESSIONAL HIGHLIGHTS

Career focused on working with ultra-high-net-worth families and the trusted advisors who serve them
Expertise with the detailed requirements of wealth and investment management, and family office services reporting and document compliance, including estates, trusts, and family partnerships
Experience aligning roles and responsibilities, and coordinating logistics across teams, to manage projects, timelines and client expectations
Served as an Investment and Fiduciary Services Associate at Wells Fargo Private Bank
Completed Cannon Financial Institute’s Administrative Fiduciary School I, II, and III, demonstrating advanced expertise in fiduciary administration, trust management, and client service excellence
Registered Paraplanner
Active in the community, including supporting organizations such as The West Des Moines Chamber

“Appreciating my unique position as the ‘next-gen’ within a multi-generational firm serving multi-generational wealth, I believe my experiences enable me to bring an invaluable perspective to complex, incredibly nuanced dynamics that exist at the intersection of a family, its business and wealth. Our commitment to the work we do here allows the families we serve to sustain both their values and wealth across the span of time.”

CARLY ZUENDEL

Administrative Manager

5+ Years of experience in Family Office Services

PROFESSIONAL HIGHLIGHTS

Focused on serving the varied needs of enterprising, multi-generational families
Expertise in delivering a high level of service and administrative support for families’ day-to-day needs
Commitment to supporting ultra-high-net-worth client relationships
Wealth management experience working on estates, trusts, and family partnerships, including data aggregation and reporting
Owned and operated an art gallery in the East Village of Des Moines, IA that represented local and regional talent
Active in the community and a supporter of mental health awareness, the American Heart Association, and the Alzheimer’s Association, among others

“I bring curiosity to each interaction. My purpose is to truly appreciate the need and objectives of each family, such that their goals become mine.”

TAMMY FLEMING, CTFA

Relationship Manager

25+ Years of experience in Investment Management

PROFESSIONAL HIGHLIGHTS

Career focused on serving the varied needs of enterprising families
Expertise focused on managing ultra-high-net-worth client relationships
Wealth management experience working with estates, trusts, and family partnerships
Possesses strong fiduciary and planning experience
Passion for delivering a high level of administrative support for families’ day-to-day needs
Holds the Certified Trust and Fiduciary Advisor (CTFA) designation, among the highest distinctions in wealth management and trust services
Served as part of the Executive Leadership Team at Community Bank & Trust in Waterloo
Oversaw the wealth management team and was coordinator for the Partners in Education Program at Community Bank & Trust
Past member of the Black Hawk Estate Planning Council; Board of Director at Grout Museum; Board of Director at Cedar Valley Arboretum and Botanic Garden; and Member of UNI Foundation Advisory Council

A Legacy Beyond Numbers

We go beyond balance sheets to build a family strategy rooted in shared values, enduring impact, and generational alignment.