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Our Team

Duane H. Lund

Chairman of the Board 

CEO - NAI Legacy

Todd Phillips, JD

CEO 

Board Member

Jeff Johnson

Board Member

Dave Buelow

Advisor - NAI Legacy

Jon Davis

Advisor - NAI Legacy

Spencer J. Lund

CIO - NAI Legacy

Garret Farmer

MD - NAI Legacy

Michael Houge

MD - NAI Legacy

Theresa Hart

MD - NAI Legacy

Eileen Rose

MD - NAI Legacy

Jorgen Sanner

SVP - NAI Legacy

Leif Eikevik

SVP - NAI Legacy

Amelia Bjorklund

VP - NAI Legacy

Julie Kunze

Accounting - NAI Legacy

Jackson Phillips

Associate - NAI Legacy

Charlene Raymond, CPA

Tax & Estate

Deb Nelson, CPA

Tax & Estate

Neeraj Singh, EA

Accounting

Rukshi Tahir, EA

Accounting

Julie Bishop

Acounting

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