Ian has worked in the financial planning industry and with Northwestern Mutual since 2004 after graduating with a bachelor’s degree in Economics from the University of Minnesota Duluth. Desiring ongoing growth in his professional development and business, he has earned his CFP®, ChFC®, CLU®, RICP® and AEP® designations. He also works with professional business coaches and consultants for continual growth and improvement. He has in-depth experience working with professionals and those nearing retirement and is most energized by clients who do multi-generational planning and engage their families in the process.

Ian grew up in Burnsville, MN and married his wife, Mary, in 2013. They live in Eden Prairie, MN with their children, Judah and Zuriah. In his free time, Ian enjoys reading, playing golf, cooking and hosting friends and family for dinner.

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. They welcomed their first child, Jack in April 2023. An avid outdoorsman, Cody tries to spend most of his time fishing, deer hunting, traveling, cooking and entertaining family and friends.

Mike started his career at Northwestern Mutual in 2009 after graduating from St. John's University with a degree in Business Management. He later earned his CERTIFIED FINANCIAL PLANNER® certification, Retirement Income Certified Professional (RICP®) and Chartered Life Underwriter (CLU®) designations and was recognized by Forbes as a Best-in-State Top Financial Security Professional in 2024.*

Mike loves assisting his clients in working towards their financial goals with the most efficient financial plan possible. Over the years, he has found it truly rewarding to support clients in their efforts to retire, pay for college, buy their dream home and pursue their life's financial goals. He has a particular specialization in helping clients that are nearing retirement, positioning them to move confidently into that huge life transition.

Mike grew up in the Minneapolis area and currently lives in South Minneapolis with his wife, Katie, who is a Sports Chiropractor at her clinic, Dauntless Sport + Spine, specializing in working with athletes. They have a son, Maddox, and dog, Indie. In his free time, Mike loves spending time with friends and family. He enjoys weightlifting, camping (especially in the Boundary Waters), playing golf, tennis, snowboarding, traveling and is actively involved in his Johnnie alumni class committee. Mike and Katie also have a cabin in central Minnesota they love to get away to as much as they can!

* Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

Mary began her career at Northwestern Mutual in 2011 and started working with her husband, Ian, in 2016. She holds her Series 6 and 63 securities registrations and her Minnesota Life, Accident, Health and Variable Annuities insurance licenses. She attended the University of Northern Iowa and graduated with a B.A. in Business Administration in 2010.

As Director of Client Operations, Mary is the workflow manager of the team, and she champions the creation and ongoing management of client investment accounts. She also ensures that clients’ life and disability insurance applications move smoothly and efficiently through the underwriting process. Mary grew up in Iowa and moved to Minnesota in 2010, where she later met Ian at Northwestern Mutual in 2011. Ian and Mary got married in 2013 and now live in Eden Prairie, MN with their beautiful children, Judah and Zuriah. In her free time, she loves going for walks, reading, golfing and hosting friends for dinner.

Caitlin joined Northwestern Mutual in March 2021. Growing up in Brookings, SD, she attended her first three semesters of college as a Graphic Design major at South Dakota State University and later transferred to North Central University in Minneapolis, MN where she finished her degree, earning a B.S. in Journalism in 2011. She has worked in various fields and areas of marketing and communications since, including corporate branding, graphic design, copywriting, editing and social media management.

As Marketing & Client Relations Manager, she curates our team’s digital presence, social platforms and overall brand. (She designed the Legacy Capital Group logo and branding!) She also leads client communication, on-boarding and engagement, as well as manages the daily schedules of each of our advisors. Caitlin and her husband, Logan, live in Chanhassen, MN with their kids, Maggie and Ozzy, and their goldendoodle, Gatsby. She loves interior design, group fitness classes, reading, hosting friends for dinner parties and trying new restaurants.

Jeries joined Legacy Capital Group in 2023 as our team’s Planning Manager. He graduated from the University of Minnesota–Twin Cities with a B.A. in Communications. Prior to joining our team at Northwestern Mutual, he worked as a financial advisor at another local reputable firm for seven years but desired to focus more on the planning side of the financial planning process. He thrives working on a team and being around like-minded individuals, so the transition from being an individual advisor to working on a team is a perfect fit.

As our team’s Planning Manager, he manages the creation of custom financial plans for our clients so they can achieve their financial goals with ease. Jeries was born in New York but grew up most of his life in Apple Valley, MN. He and his wife, Shannon, got married in 2023 and reside in Minneapolis with their French bulldog, Willie. They love to travel, enjoy live music and are big foodies, so if you’re ever in need of a restaurant recommendation, Jeries is your guy.

Donna joined Legacy Capital Group in 2025 as our team’s Senior Operations Manager but has been in various operations roles within Northwestern Mutual since 2016. She holds her Minnesota Life, Accident and Health license and graduated from Winona State University with a B.A. in Business Administration.

As a member of our operations team, Donna manages client service requests, champions the creation and ongoing management of client investment accounts and ensures that clients’ life and disability insurance applications move smoothly and efficiently through the underwriting process.

She and her husband, Damien, live in Maple Grove, MN with their Shih Tzu mix dog, Bentley. They enjoy spending time with family and friends in Wisconsin, cheering on Minnesota sports teams, discovering new restaurants and traveling.

Jessica has been a part of Northwestern Mutual since 2022 and joined Legacy Capital Group in 2025 as our team’s Operations Manager. Jessica started her degree at Purdue University and transferred to the University of Minnesota, Twin Cities where she graduated with a B.A. in Speech Language Pathology in 2003.

As a member of our operations team, Jessica manages client service requests and ensures that clients’ life and disability insurance applications move smoothly and efficiently through the underwriting process and manages opening and maintenance of client investment accounts.

Jessica was born and raised in Minnesota but now lives on a 10-acre family homestead in rural Pennsylvania with her husband, Mark, their three children and 28 animals. She enjoys reading, being outdoors, supporting their children’s musical endeavors, live music, and attending sports games at the local high school, colleges (she travels to Penn State every time they play Minnesota in volleyball), and will never say no to attending an NFL game.