Meet the Team

Nice to meet you!

David Johan

Financial Advisor

David established Legacy Wealth Management, LLC in 2015 to bring a true altruistic money management to high net worth client as well as family offices. He graduated from Bringham Young University where he earned his degree in Financial Economics and has seats on multiple boards including Real Assets Advisor, and is involved with his local FPA chapter and many other charities. He’s a French native who enjoys traveling, soccer, cars, and motorcycles, and spending time with his family, and friends. 

More about David

Travis Higgins

Financial Advisor

Travis Higgins has been a financial advisor since 2000. His holistic and relationship-first approach to financial services has helped him to become highly referred to by current clients. He’s been featured in the Wall Street Journal, New York Times, and was one of Idaho Business Review’s “Accomplished Under 40” honorees.

Learn More About Travis

Julie Olsen

Director of Operations

Julie is all about exceeding expectations with every client interaction. Whether you’re seeing the latest improvements to Altruist Advisor’s systems or getting an invoice, chances are, Julie is your gal!

Learn More About Julie

Meet Us at Events

Find out where we'll be speaking at conferences, expos and more!

Events