IAN DONALDSON
Ian has worked in the financial planning industry since 2004 and has had the privilege of representing Northwestern Mutual since the beginning of his career. During the course of his time here, he has been able to develop hundreds of personalized plans for individuals and businesses that have allowed them the freedom of financial security. In 2022, he started Legacy Capital Group with co-founder Cody Lubeley to expand their practice and better serve even more families and businesses.
Ian finds that the most rewarding thing about his job is developing a long-term relationship with his clients and helping them adjust and adapt their financial plan as their families grow and change. From education planning to retirement distribution, he looks forward to supporting them in every stage of the planning process.
Ian desires ongoing growth in his professional development and in his business. He has obtained his CFP®, ChFC®, CLU®, RICP® and AEP® designations and continues work with professional business coaches and consultants for growth and improvement.
Ian grew up in Burnsville, MN and married his wife, Mary, in 2013. They live in Eden Prairie, MN with their children, Judah and Zuri. In his free time, Ian enjoys reading, playing golf, cooking and hosting friends and family for dinner.
CODY LUBELEY
Cody has worked in the financial planning industry since 2014 and has had the privilege of representing Northwestern Mutual since the beginning of his career, starting at the Duluth network office as an intern and progressing to a Financial Advisor in 2015 after moving to the Edina network office. He graduated from the University of Minnesota Duluth with a degree in Financial Markets and earned his CERTIFIED FINANCIAL PLANNER™ professional designation in 2020. During his career, Cody has been able to develop thousands of personalized plans for individuals and businesses that have allowed them the freedom of financial security. In 2022, he started Legacy Capital Group with co-founder Ian Donaldson to expand their practice and better serve even more families and businesses.
Cody is most energized by building great relationships with his clients and finding creative strategies to help build wealth and reach their financial goals. From education planning to retirement distribution, he looks forward to supporting them in every stage of the planning process to build a legacy for multiple generations.
He and his wife, Whitney, got married in 2019 and have been next door neighbors in Lakeville, MN their entire lives. An avid outdoorsman, Cody tries to spend most of his time fishing, deer hunting, traveling, cooking and entertaining family and friends.
ASSOCIATIONS & MEMBERSHIPS
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (NAIFA)
The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
MILLION DOLLAR ROUND TABLE (MDRT)
Ian and Cody are eligible for membership for the Million Dollar Round Table, The Premier Association of Financial Professionals.Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
CERTIFIED FINANCIAL PLANNER™ (CFP®)
The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Both Ian and Cody proudly hold this rigorous designation.