“Simply put, compliance means that families  can place their trust in Legacy Bridge  without being concerned that we are  following the rules. When families have  peace of mind, we have peace of mind.”

Joe Burvee

Chief Compliance Officer

In addition to compliance implementation and oversight, Joe brings a wealth of analytics and reporting knowledge to the team—and to Legacy Bridge families. By offering families a dedicated in-house compliance officer, Legacy Bridge is able to instill confidence and clarity as we guide families toward their goals.

Before recently joining the Legacy Bridge team, Joe was Analytics Manager for Wells Fargo Private Bank. His responsibilities included overseeing reporting and analytical insight for multiple levels of the wealth management organization including national, regional and line of business leaders. Beginning in 1989, Joe’s career at Wells Fargo included management positions overseeing Custody Services, Corporate Trust Services, Finance and Risk Management.

Joe earned a Bachelor of Arts degree in Accounting from the University of Northern Iowa. From there he joined a regional Certified Public Accounting firm where he put his tax and audit skills to work for numerous clients. Prior to his time as an accountant, Joe learned the value of reliability and dedication during his first job as a paperboy.

Born and raised in Waterloo, IA, Joe grew up with two older siblings, a twin brother and a younger brother. He spent more than a year in Germany serving in the Army.

Joe now lives in West Des Moines with his wife, Sandy. They have three children and one grandchild. When not spending valuable time with his family, Joe supports the Boy Scouts of America, an organization close to his heart.

“Welcome to our family! We’re glad you’re here. Our team will do everything we can to help you grow your legacy beyond wealth.”