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Your Success is Our Legacy

Let's Navigate Your Financial Future Together

Custom Wealth Management

Our advisors have access to best-in-class technology, research, and analytics tools to help you position a diverse set of solutions and strategies to help realize your individualized goals and objectives.

Insurance & Protection Planning

Protection needs analysis is an essential component of any customized plan. Based on your needs, we may recommend such solutions as:

  • A solution which would provide a source of family security or wealth transfer monies
  • Solutions to help retain key-employees utilizing tax-advantaged incentive benefits
  • Solutions which help provide income replacement during prolonged periods of disability
  • Our advisors make accessible to their clients a full-lineup of investment and protection research, services, and solutions.

Retirement Planning

Tax-qualified retirement plans can be an effective tool for accomplishing more than just providing benefits for you and your employees. We will help you fulfill the requirements of these vehicles, and will assist in coordinating your other assets with them to meet your objectives, using such tactics as:

  • Feasibility Studies
  • Design of the Plan
  • Funding Alternatives

Investment Services

Using top of the line analytics, we’ll take a deep-dive into your current portfolio. Working alongside your stated objectives, we’ll help alleviate your tax burden, with an eye toward capital growth and income. Among the investment solutions we’ll consider are:

  • Mutual Funds
  • Direct Participation Investments
  • Individual Retirement Accounts (IRAs)
  • Variable Annuities

Business Planning

When working with business owners and their key employees, our aim is to meet you where you are at. If your wish is to see an orderly transition of a business interest through continuation planning, we will work alongside your existing advisers to help you meet that objective. If you need assistance forming that team of advisers, we will tap into our network of services to help you see through to the results you want.

About Legacy

What We Do

The mission at Legacy Advisor Network is tied very strongly to the mission of those we serve. We aim to treat our clients in the same way we would want to be treated, while providing smart solutions to your individual needs. We are committed to excellence in all things, and particularly in helping you direct and manage your resources toward what matters to you.

Legacy Advisor Network is a wealth management firm located in Madison, Wisconsin, serving clients all over the country.  We are proud of our 100+ year history of serving individuals and families, laying the foundation for a lifetime of intelligent financial decisions.

Founded in 1913 in Madison, Legacy Advisor Network represents nearly 50 independent financial professionals, whose first priority is serving clients well. We advise on and help manage all aspects of your financial life, allowing us to address problems before they become problems. 

We create and value long-term relationships with clients. These relationships are based on honesty and integrity. We proactively assist our clients in protecting and managing their irreplaceable capital and reducing their tax burden, developing a plan for retirement, and work to optimize their life’s work to those they love. Because we are an independent firm, we are able to aggressively maintain our client-first commitment, without captivity to any single service-provider.

 We invite you to dig deeper into the services we offer. Our platform is well suited for individuals, families, and business owners at every age and stage, and we look forward to working alongside you, in a consultative way, to work toward meeting your individualized goals and objectives

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David K. Sorensen, CLU, ChFC Photo

David K. Sorensen, CLU, ChFC

President, CEO

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

President, CEO


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.

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Cammie Sorensen Banks Photo

Cammie Sorensen Banks

Senior Vice President, Investment Advisor Representative

Cammie Sorensen Banks

Senior Vice President, Investment Advisor Representative


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 Photo

Allen Dable

Investment Advisor Representative

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.

Bill Mowbray Photo

Bill Mowbray

Financial Advisor

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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William Neubauer, JD Photo

William Neubauer, JD

Financial Advisor

Legacy Advisor Network
William Neubauer, JD

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

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.

Do You Want to Make Smart Choices About Your Money?

  • Values based financial planning and investing
  • Find clarity on your values
  • Creating a financial roadmap for financially successful people


  • Tax advantaged strategies
  • Integrating your investments, taxes, estate, retirement and life insurance
  • Specializing in Retirement Income Planning with NextPhase to give you confidence in your future

Nick Brundage Photo

Nick Brundage

Operations Associate

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.

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