Office: 608-442-1400
Toll Free: 800-448-3464
Email: contact@legacyadvisornetwork.com

Meet Our Team

David K. Sorensen, CLU, ChFC

President, CEO

David Sorensen is President and CEO of Legacy Advisor Network. Having begun his career in the wealth management industry nearly 45 years ago, Dave’s passion is in making an impact in the lives of people. He accomplishes this through working closely with our network of advisors, mentoring and coaching them to greater impact in the lives of their clients and families. His client niche is found in acting as a personal financial strategist for business owners who desire to accumulate, protect, and preserve their wealth. Most of Dave’s clients are or have been owners of small or closely held businesses, professionals, executives, and others who have responsibility for meaningful sums of money.

Dave is a graduate of Taylor University, and earned a Master’s Degree from Ball State University. Dave has earned his designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College in Bryn Mawr, Pennsylvania, and has a reputation of delivering excellence as a financial advisor. He has enjoyed such roles as chairman of the Southern Wisconsin Business Ethics Award, and President of the Madison Chapter of the Society of Financial Services Professionals. He is featured regularly as instructor at various educational curricula for financial advisors.

When he is not working, Dave is active in his community, church, and youth activities, and most of all, Dave is devoted to his family. He and his wife Joan have been married for over 40 years, and are the parents of five terrific adult children. They are proud grandparents of four.

Contact David

Cammie D. Sorensen

Sr. Vice President, Investment Advisor Representative

Cammie Sorensen was born in Indianapolis, Indiana. One of five children, she learned early the importance of family and relationship. Cammie spent most of her growing up years in Madison, Wisconsin, and is a graduate of the University of Wisconsin - Madison, where she studied Communication Science and Rhetorical Studies.

Shortly after graduating from the University, Cammie went to work in her dad's wealth management firm, Legacy Advisor Network. She works with women in the medical and medical technology fields. It was working with her dad and his commitment to helping her learn-from-experience the ins and outs of growing American business where Cammie learned firsthand the beauty and power of the entrepreneurial spirit, and the fact that building something yourself is where the most passion lies.

Cammie is passionate about giving back, finds herself passionately immersed in a number of amazingly impactful charitable organizations, and is President of the Junior League of Madison. She was also selected to be part of Leadership Greater Madison, a year-long intensive in civic leadership. She loves the way change can be a catalyst for healthy growth. Cammie has enjoyed a lifetime love of singing.

Cammie was recently awarded In Business Magazine's 40 Under 40 - "Each year, we solicit nominations for a new class of outstanding professionals under the tender age of 40, and each year we find that the Madison business community is blessed with scores of accomplished young leaders." -InBusiness Magazine. She is also an Athena Young Professional Award Nominee.

Contact Cammie

Christine Tabaka

Director of Operations

Christine has been part of the Legacy Advisor Network team since 2012 and works with internal financial reporting, advisor licenses, and facilitating client service.

Christine has an undergraduate degree in Business Administration and Accounting along with an MBA concentrating in Strategic-Planning and Marketing.   In addition to more than 10 years in the consulting divisions of two public accounting firms, she has served as a Controller and Administrator in the long-term care industry and was the leader of a large organization as part of a direct sales network marketing company over a 12 year timeframe.

Contact Christine

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