Meet the Legacy Team
Click on a Picture to Find Out More About Our Legacy Investments Services Members
Board of Directors
Matt D. Bednarz
Dallas, TX
Investment Advisor Representative -Partner & Board Of Directors
(214) 630-6337
mbednarz@woodburyfinancial.net
Senior Partners
David L. Goodrich, LUTCF
Addison, TX
Investment Advisor Representative - Senior Partner
(972) 470-0167
Eric Marshall, Certified Financial Fiduciary
Peoria, IL
Peoria, IL
Investment Advisor Representative - Senior Partner
(309) 216-6408
Jeff Shanine, Certified Financial Fiduciary
Peoria, IL
Investment Advisor Representative - Senior Partner
309 340 9000
Partners
Mario Minotti
Chicago, IL & Schererville, IN
Partner
(312) 649-6690
mariominotti@legacyinvestmentsonline.com
Jerry Brookhart
Macomb, IL
Investment Advisor Representative
(309) 836-1446
jbrookhart@woodburyfinancial.net
Jason Smith CFP®
Peoria, IL
Investment Advisor Representative - Partner
(309) 294-8148
jasonsmith@legacyinvestmentsonline.com
Brice Terbeest
Markesan, WI
Investment Advisor Representative - Partner
(920) 398-1452
bterbeest@woodburyfinancial.net
Affiliated Advisors
Support Staff
Kassie Hieronimus *
Peoria, IL
Director of Advisory Support & Technical Solutions for Marc Minor
309.216.6662
Courtney DeLap
Director Of Operations for Trent Strong
(309)216-6661
courtneydelap@legacyinvestmentsonline.com
Marnae Roberts
Peoria, IL
Assistant to Nick Knapp
309.306.3333
marnaeroberts@legacyinvestmentsonline.com
Lexxie Hiatt
Administrative Excellence Specialist to Eric Marshall
(224) 278-9344
Lexxiehiatt@legacyinvestmentsonline.com
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.