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 Your Success is Our Legacy

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Let's Navigate Your Financial Future Together



Wealth Management & Estate Planning

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. We believe in you and your goals for the legacy you hope to leave.

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


Contact us to start building your legacy today.


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David K. Sorensen, CLU, ChFC Photo

David K. Sorensen, CLU, ChFC

President, CEO
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David K. Sorensen, CLU, ChFC

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 four.

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

Cammie Sorensen Banks Photo

Cammie Sorensen Banks

Senior Vice President, Investment Advisor Representative
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Cammie Sorensen Banks

Senior Vice President, Strategy and Operations

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 two children – Bryce (age 9) and Natalie (age 5).

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


Betsy MacDonald Photo

Betsy MacDonald

Director of Advisor Services
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Betsy MacDonald

Director of Advisor Support

betsym@legacyadvisornetwork.com

Betsy MacDonald is the Director of Advisor Services at Legacy Advisor Network. As the Director of Advisor Services, she enthusiastically assists Legacy Advisor Network’s advisors with the Protection side of our business. In addition to Protection case design support and being a key resource for Legacy Advisor Network’s advisors and strategic partners, Betsy assists with office and operational management as well event coordination for education and celebration events throughout the year.

Betsy earned her degree in Health Promotion & Wellness with minors in Psychology and Safety & Health Protection from UW-Stevens Point. Prior to joining Legacy in 2019, she worked in various fields and roles, from personal training, massage therapy and day spa management to office management and sales manager assistance the financial industry.

All of Betsy’s personal and professional life has been driven by her passion for service to others. She’s constant in her “what can I do for you” attitude and to that end educates herself about strategies and tools leading to a happy, grateful, fulfilling life while inspiring, encouraging, and supporting family, friends, co-workers, and community.

The joy and purpose of Betsy’s life is her 4-year-old son, Leo. She pours her heart and soul into him, modeling and teaching him about faith, family, and kindness. Betsy is also an avid runner, yogi, and both she and Leo are devoted readers. They passionately “run” through life together!

Kimberly Zak Photo

Kimberly Zak

Administrative Specialist
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Kimberly Zak

Administrative Specialist

kimberlyz@legacyadvisornetwork.com

Kimberly joined Legacy Advisor Network in 2017 and works to improve business processes.  Kimberly is passionate about efficiency and organization, while bringing an upbeat attitude to the Legacy team.

 Kimberly has a BS in Consumer Science from the University of Wisconsin-Madison.  Prior to joining Legacy, Kimberly has 17 years of customer service, sales, and training experience.  She has volunteered at her children’s schools for the last six years.  Kimberly is a huge Badger fan and is working to complete the circuit of Big Ten stadiums while following the Badger football team.

Mara Helmke Photo

Mara Helmke

Financial Operations Coordinator
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Mara Helmke

Financial Operations Coordinator

marah@legacyadvisornetwork.com

Mara earned her bachelor’s degree in business administration and accounting from the University of Wisconsin-Whitewater. Prior to joining Legacy in 2017, she worked in public accounting as an auditor as well as corporate finance within the food and beverage industry.

Mara is a strong believer in giving back to the community. She has spent much of her time volunteering at her children’s schools and is the treasurer of a local nonprofit organization serving international students in Madison.

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