About Joe Franz
Joseph Franz has 35-plus years of business experience and trusted client relationships. He founded Legacy Estate Partners after working many years for corporate America. He grew tired of how corporations treat their employees, clients and others, focusing on profits instead of people. He wanted to provide Middle Americans with a company that shares their values and can help protect and preserve their wealth and assets for them and their family.
Joe likes to consider himself “old school.” He founded Legacy on the six core values his father and grandfather instilled in him from an early age: honesty, integrity, trust, ethics, respect and faith. A devout Christian, Joe is passionate about ensuring that these core values and the Golden Rule are upheld each day.
“I’m very faith-based,” Joe says. “I tell people I have the best job in the world because I get to be a disciple of the Lord by serving others in a critical area of their life. I use my extensive work experience, along with the diverse backgrounds of my team and strategic partners, to create retirement and estate plans that are genuinely in my clients’ best interests and that I myself would use.”
When not helping clients create reliable retirement income and estate plans, Joe shares his professional opinion with the public on WHO Radio 1040 AM with Simon Conway. Joe enjoys spending time with his wife, Julie, and their two beautiful daughters. He is also active in many local charities, church, Bible studies and outdoor activities.
About Derek Wilkerson
Derek Wilkerson is a full-service financial Fiduciary and the Vice President of Legacy Estate Partners.
As an advisor, Derek has consulted hundreds of individuals and families across Iowa. His experience gives him a unique perspective into the crucial decisions that need to be made to successfully retire, live a happy and healthy retirement, and transition that success to the next generation. Derek prides himself in navigating complex issues for clients while building comprehensive plans that are both easily understood and easily implemented.
Derek lives in Urbandale with his wife Jennifer and newborn on the way. In his free time, Derek enjoys working on conservation projects, golfing, attending sporting events, and spending valuable time with family.
About Emily Mutchler
Emily graduated from Iowa State University in 2009 with a degree in marketing, and has been working in the insurance industry since 2010. Outside of work, Emily enjoys spending time with her husband and 2 daughters (Haley & Aubrey), as well as family and friends.
As Operations Manager, Emily is responsible for all operational and back office support for the Legacy Estate Partners team. She is the glue that holds the organization together and is a vital contributor for the teams overall success. Emily is also dedicated to providing 100% Superior Customer Service.
Pearson Bollman Law
Matt grew up in northeast Iowa. Upon graduating from the University of Denver, College of Law in 2000, he moved to Seattle, Washington and then to Phoenix, Arizona. Matt and his family moved back to Ankeny in 2008 to return to the family environment Iowa provides.
Matt joined Phyllis Pearson in her practice January 1, 2011. In 2010, Matt became a VA Accredited Attorney. Matt’s practice focuses on estate planning, probate/trust administration and elder law. He often lectures to the public and to professional groups on topics such as The Top Ten Estate Planning Mistakes; What is Probate? How to Avoid; Medicaid – It’s Not Just for the Poor; Legal Issues Affecting Iowa Seniors; and Understanding VA pension Benefits.
Matthew graduated from the University of Northern Iowa with a degree in Economics in 1995. He then attended the University of Denver, College of Law and graduated with a Juris Doctor in 2000.
WealthCounsel; ElderCounsel; National Academy of Elder Law Attorneys (NAELA); Iowa Bar Association; American Bar Association; Polk County Bar Association; Golden Key Honor Society; Omicron Delta Epsilon; Betta Gamma Sigma; VA Accredited Attorney; Elder Law Answers