About Joe Franz

President, CEO

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

Vice President

Derek Wilkerson, a native of Adel, Iowa, earned from Iowa State University College of Agriculture. He then became a consultant, land specialist and real estate agent. As a result of those roles, Derek has become accustomed to traveling and working with people all across Iowa. He enjoys being able to do the same for Legacy Estate Partners—continually meeting and forming relationships with clients across the state.

Honored by the opportunity to work alongside a team of experienced and knowledgeable professionals, Derek is dedicated to working alongside retirees and pre-retirees to navigate complex issues and find comprehensive strategies they can easily implement. He understands estate planning and retirement income planning can be very complex and therefore strives for excellence when working with clients.

Derek takes his job very seriously and focuses on working with clients, no matter their situation, to recognize and maximize the opportunities available to them and their families, specifically when entering and navigating retirement.

About Emily Mutchler

Operations Manager

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

Matthew Bollman

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.

Personal Affiliations

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

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