Broker Check

Meet the Legacy Team

Click on a Picture to Find Out More About Our Legacy Investments Services Members

Board of Directors

Marc Minor

Marc G Minor, RFC, CFF

President & CEO - Investment Advisor Representative

(309) 699-8888

(309) 699-8889

Matt Bednarz

Matt D. Bednarz
Dallas, TX

Investment Advisor Representative - Board Of Directors

(214) 630-6336

(214) 630-6337

Nick Knapp

Nick Knapp, CFF
Peoria, IL

Investment Advisor Representative - Senior Partner

(309) 306-3333

(309) 306-3333

Senior Partners

David Goodrich

David L. Goodrich, LUTCF
Addison, TX

Investment Advisor Representative - Senior Partner

(972) 470-0032

(972) 470-0167

Eric Marshall

Eric Marshall, CFF
Peoria, IL

Investment Advisor Representative - Senior Partner

(309) 699-8888

(309) 216-6408

Jeff Shanine

Jeff Shanine, Certified Financial Fiduciary 
Peoria, IL

Investment Advisor Representative - Senior Partner

309 340 9000

309 340 9000

Steve Tucker

Steve Tucker

Investment Advisor Representative - Senior Partner

(217) 398-1099

(217) 351-6393

Trent Strong

Trent Strong

Investment Advisor Representative - Senior Partner

309-699-8888

309-216-6661

David Pabin

David Pabin
Wylie, TX

Investment Advisor Representative -Senior Partner

(972) 442-6705

Mark Fellner

Mark Fellner
Peoria, IL

Senior Partner

309-699-8888

309-699-8889

Partners

Randy Brehmer

Randy Brehmer
Markesan, WI

Investment Advisor Representative - Partner

(920) 398-1470

(920) 398-1452

Julie Cassiani

Julie A. Cassiani
Appleton, WI

Investment Advisor Representative - Partner

(920) 730-9620

(920) 831-2958

Rick Flora

Rick Flora
Phillips & Medford, WI

Investment Advisor Representative - Partner

(800) 717-2008

(715) 339-6379

Virginia Wright

Virginia Wright
Oklahoma City, OK

Investment Advisor Representative - Partner

(405) 760-5772

(405) 724-5077

Jon Aggen

Jon Aggen, CFF
Peoria, Illinois

Investment Advisor Representative - Partner

(309) 699-8888 x122

Doug Schmidt

Douglas A. Schmidt, RFC
Scottsdale, AZ

Investment Advisor Representative - Partner

(888) 837-1736

(480) 837-1735

Sharbel Shanine

Sharbel Shanine
Peoria, IL

Investment Advisor Representative - Partner

(309) 699-8888

(309) 699-8889

Jerry Brookhart

Jerry Brookhart
Macomb, IL

Investment Advisor Representative

(309) 264-9675

(309) 836-1446

Jason Smith

Jason Smith
Peoria, IL

Investment Advisor Representative - Partner

(309) 699-8888

(309) 294-8148

Brice Terbeest

Brice Terbeest
Markesan, WI

Investment Advisor Representative - Partner

(920) 398-1470

(920) 398-1452

Sam Postich

Sam Postich
Oklahoma City, OK

Investment Advisor Representative - Partner

(405) 627-2120

(405) 607-6382

Patty Flora

Patty Flora
Phillips & Medford, WI

Investment Advisor Representative - Partner

(800) 717-2008

(715) 339-6379

Matt Boehm

Matt Boehm
East Peoria, IL

Investment Advisor Representative - Partner

(309) 253-4726

(309) 222-8292

Affiliated Advisors

Support Staff

Kassie Hieronimus

Kassie Hieronimus *
Peoria, IL

Director of Advisory Support & Technical Solutions for Marc Minor

309.699.8888

309.216.6662

Lisa Marshall

Lisa Marshall
Dallas, TX

Registered Assistant to Matt Bednarz

214.630.6336

 Courtney DeLap

Courtney DeLap

Director Of Operations for Trent Strong

(309)216-6661

(309)216-6661

Amber Geary

Amber Geary

Manager of Client Services for Jason Smith

Jacy Stine

Jacy Stine

Assistant to Jeffrey Shanine

309 340 9000

309 340 9000

Client Centered

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.

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