Broker Check

Team

We take a collaborative approach with each of our clients so that they have the benefit of every team member's individual expertise. We have also built a network of professional relationships with attorneys, accountants, real estate specialists and other experts to ensure that we can give our clients the specialized advice they need for every issue.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Risk management 
  • 401k management

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

R. Aaron Seehawer, CFP®

Principal Owner

208-344-9704

aaron@conciergelegacy.com

Aaron is managing principal of Concierge Private Wealth Management, LLC. His 15 years of experience in the financial services industry, gives Concierge Legacy Advisors the ability to advise clients on their financial legacies.

Read more

Dustin Carlson

Director of Operations

208-344-9704

dustin@conciergelegacy.com

Dustin is the director of operations for Concierge Legacy Advisors. His duties include: ensuring client services are running smoothly and accounts are being managed and processed effectively. Dustin received his degree in finance from...

Read more

Joseph D. Ridinger, CRPC ®, AWMA ®

Financial Advisor

503-332-0797

joseph@conciergelegacy.com

Joseph is a Financial Advisor for Concierge Legacy Advisors and uses a comprehensive financial planning approach to look at a client’s entire financial picture in order to help guide them towards their goals. 

Read more

Maddie Breen

Client Service Coordinator

maddie@conciergelegacy.com

Maddie supports the team by helping to maintain client records and accounts.

Read more