Stacy Gende is a partner of Legacy Investment Services, Inc. and a
Registered Representative with Osaic Wealth, Inc., based in Crystal
Lake, Illinois.
Stacy began preparing for her future in Finance over 35 years ago while
completing a double major in Economics and Finance from Northern
Illinois University. She immediately began her career as a Retirement
Planning Consultant with John Hancock Financial Services. In 1995, she
opened the doors to her own Financial Consulting firm in 2001 and is
now affiliated with Osaic Wealth, Inc as her broker dealer.
ACCOMPLISHMENTS
Stacy has also received retirement and tax strategy experience while
doing tax preparation and consulting work with a CPA firm based in
Skokie for many years. She also served as a financial analyst for Baxter
Internationals’ Health, Welfare and Pension plans. Stacy is a current
candidate for the Certified Financial Planner designation state board
exam. She is a member of the Financial Planning Association, the
Million Dollar Round Table, The Hartford’s Captains Club, Jackson’s
Star Circle and Global Atlantic’s Circle of Excellence, and Woodbury
Financial Services Eagles Circle. She has been recognized for
outstanding service and is licensed in the States of IL, AL, AZ, CA, DE,
IN, NC, SC, TN, TX, and WI.
Stacy’s vision for every client and potential client is to ‘Design Your
Future’
. She uses her extensive experience in the areas of Life
Insurance, Mutual Funds, Annuities, Long Term Care, and Tax
Strategies and Avoidance Strategies to create an individualized
retirement and estate map that encompasses her clients unique desires
and goals for the future.
PERSONAL
Stacy has been married to her husband Dave for 31 years. They have
lived in the Crystal Lake area their entire life and are the proud parents
of their two children, Drew and Kelly, and their pups. Stacy and herfamily enjoy swimming, boating, and jet-skiing on the Chain O’Lakes in
the summertime, traveling to watch their kids play sports, skiing and
snowmobiling. Call and engage Stacy to Design Your Future!
* Third-party rankings and recognitions are no guarantee of future investment
success and do not ensure that a client or prospective client will experience a higher
level of performance or results. These ratings should not be construed as an
endorsement of the advisor by any client nor are they representative of any one
client’s evaluation.