Office: 608-442-1400
Toll Free: 800-448-3464

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 Maur, 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.

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Cammie D. Sorensen

Senior Vice President, Strategy and Operations

Cammie Sorensen is a graduate of the University of Wisconsin, Madison, with a Bachelor of Arts degree in Communication Science and Rhetorical Studies. She loves a challenge, and seeing problems through to solutions. Cammie joined her dad in business ten years ago, and has never looked back. She is active in his financial advisory practice, and finds great joy in clients’ satisfaction with implementing solutions that help them meet their objectives.

When she isn’t at the office, Cammie loves encouraging other women to be the best version of themselves, and is passionate about giving back to her community by volunteering with her church and serving as an active member and President Elect for the Junior League of Madison, a philanthropic organization whose commitment is to bettering the lives of women and children in the area. Cammie was featured in InBusiness Magazine as one of Madison’s 40 Under 40, and is also a proud alumnus of Leadership Greater Madison. She also sits on the UW Carbone Cancer’s Emerging Leadership Board.

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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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