CONNECT

Address:


430 N. Main Street

East Peoria
, IL 61611

Phone:

Toll Free: (800) 665-7920

Fax/Other:

(309) 699-8889

Greg Theis CLU ChFC

Greg Theis CLU ChFC

SENIOR PARTNER

Background/Focus

Greg is passionate about his business and his clients. With over 25 years of experience, he strives to build long-term relationships with his clients, and their families, by providing professional service, proactive financial solutions and straightforward advice.

As a member of the Oak Brook Financial Planning Association Board since 1990, Greg has helped hundreds of families with retirement, investment, estate, tax and wealth planning. By identifying potential tax savings, coordinating estate plans for the client and beneficiaries, and implementing and managing personalized investment strategies, he helps his clients obtain their individual and long term financial objectives.

Community Involvement

As an active member of his church Our Lady of the Woods, Greg is involved with hosting and directing retreats for church and community members. Greg also supports Blue Cap and other non-profit helping the diabled.

Education and Licenses

Greg has obtained the Chartered Financial Consultant (ChFC®) designation and specializes in the wealth management needs of retirees in multiple states. His other industry credentials include - Chartered Life Underwriter (CLU®), and a licensed life insurance agent specializing in Long Term Care alternatives.  He is also an investment advisor representative with Legacy Investments Services, Inc. and separately, a registered representative of and offers securities through Woodbury Financial Services, Inc. Member FINRA/SIPC.

Personal

Greg is a native of Illinois. He graduated with a B.A. degree in Business from Governor's State University, IL. He is married with 3 children and has now added “grandpa” to his repertoire.The family enjoys relaxing to music, volunteering at their church, and watching movies together.

 

  

 

 

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Phone (708) 301-4471
Fax (708) 301-2293
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck