David K. Sorensen, Chartered Financial Consultant, Chartered Life Underwriter

President, CEO

dave@legacyadvisornetwork.com 

David Sorensen began his career in the wealth management industry over 4 decades ago. He is passionate about improving the lives of others by working closely with our network of advisors, mentoring and coaching them to greater impact through the well-being of their clients and families.

Dave is a graduate of Taylor University. He earned his designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College in Bryn Mawr, Pennsylvania, and has a reputation of delivering excellence as a financial advisor. Dave has enjoyed such roles as Chairman of the Southern Wisconsin Business Ethics Award and President of the Madison Chapter of the Society of Financial Services Professionals. He is featured regularly as an instructor at various educational curricula for financial advisors.

When he is not working, Dave is active in his community, church, youth activities and most of all, he is devoted to his family. Dave and his wife Joan have been married for over 40 years and are the parents of five terrific adult children. They are proud grandparents of ten.

FINRA BrokerCheck available at http://brokercheck.finra.org/

Cammie Sorensen Banks

Senior Vice President, Investment Advisor Representative

cammieb@legacyadvisornetwork.com

Cammie Sorensen Banks is a graduate of the University of Wisconsin – Madison. She joined her dad in business shortly after graduation.  

When she isn’t at the office crafting financial plans, she is passionate about giving back to her community by volunteering with her church and philanthropic organizations such as Past President of the Junior League of Madison.  Cammie was featured in InBusiness Magazine as one of Madison’s 40 Under 40 in 2015, was featured in a 2018 Securities America Connect Magazine Special Edition story on 4 advisors under 40 at Securities America, and is a nominee for the 2019 Investment News 40 Under 40. She is a proud alumnus of Leadership Greater Madison, and enjoyed her time serving on the UW-Carbone Cancer’s Emerging Leadership Board. You can find Cammie quoted in Barron's and a number of other industry publications.

Cammie and her husband Tyler have three children – Bryce (age 11) and Natalie (age 8), and Grace (age 1).

FINRA BrokerCheck available at http://brokercheck.finra.org/

Allen Dable of Highpointe Wealth Management, Inc. started his career in the financial industry in 2014.  He holds the Wealth Management Certified Professional designation from the American College of financial services

 Allen and his wife Katy live in Johnson Creek with their three children Owen, Marissa, and Thomas. Allen enjoys spending time with his family, the Packers, archery, and spending time outdoors.

Legacy Advisor Network
Bill Mowbray

Direct: 608-442-4266
Fax: 608-442-1444
Email: billm@legacyadvisornetwork.com

Legacy Advisor Network
2970 Chapel Valley Road, Suite 101
Madison, WI 53711

Bill Mowbray is a Financial Advisor with a demonstrated history of working in the financial services industry. He is skilled in Retirement Income Planning and Wealth Management, Investment Advisory, Mutual Funds, Annuities, Life Insurance, and Long-Term Care Insurance.

Bill is a graduate of the University of Wisconsin-Madison. He has been a Chartered Financial Consultant, ChFC^®, since 1991.  Bill earned his Retirement Income Certified Professional, RICP^®, in 2017, Specializing in Retirement Income Planning - NextPhase^™. 

When he is not working, Bill enjoys spending time with friends and family.  He is a car enthusiast and loves watching birds at the feeders and the bird baths. Bill and his wife, Alice, have been married for over 42 years.

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Legacy Advisor Network
William Neubauer, JD

Direct: 920-390-7747
Fax: 920-390-2882
Email: william.neubauer@securitiesamerica.com

Office
138 Hospital Drive, Suite 200
Watertown, WI 53098

My Mission is to grow your wealth, increase your financial security, provide more than adequate retirement funds, and ultimately, help you control where your estate ends up.

BBA from the University of Wisconsin-Eau Claire, JD from the University of Wisconsin-Madison, 6 years as a Savings and Loan Examiner, 6 years as VP, Compliance Officer and Internal Auditor for a bank, 3 years as a Loan Workout Officer, 24 years as a Financial Advisor.

Member and volunteer at St. Matthews Lutheran Church in Oconomowoc. Advisor and volunteer at ROC Youth Center Watertown. Charitable planning presenter to nonprofit organizations. Love the Packers, Brewers and UW Football and Basketball. I laugh out loud at the Tournament of Destruction.

Must haves are Rock River Monster pizza, Fireball, Grisham novels, singing in my church choir, a close and personal relationship with my kids and grandkids and discovering the acts of service prepared in advance for me to do.

My remaining life goal is to help families set up $100 million of charitable giving. Currently at $31 million.

Nick Joined Legacy in March of 2023 and works to ensure daily operations function smoothly. His role involves managing client and advisor inquiries, processing transactions, and ensuring compliance with industry regulations. 

He is driven by a passion for entrepreneurship and boasts a solid background in business and sales. Outside the office, he can be found on the basketball court, indulging in his love for the game. Nick cherishes quality time with loved ones more than anything, and his outgoing nature makes him a natural conversationalist. Connecting with people brings him immense joy as he embraces every opportunity to build relationships. With a blend of charisma and business acumen, Nick is ready to conquer new challenges and make a lasting impact.