Steve is one of the founding partners and currently serves as an officer of Legacy Investment Services. Steve started his career over 13 years ago with MetLife Securities, specializing in retirement and estate planning. He is familiar with the limitations associated with being employed with a captive company. Steve has played a key role in developing an independent investing philosophy which has become the core of Legacy’s culture.
COMMUNITY & ACCOMPLISHMENTS
Developing an educational approach to investing has allowed Steve to create relationships with several large non-profit organizations, including OSF Saint Francis Health Plans and the Fondulac Senior Services in Tazwell County Illinois. Steve has appeared on PBS speaking on Long Term Care and financial planning issues. He has also has been published in the Journal Star Newspaper in Peoria, IL regarding estate planning issues.
PERSONAL
Steve and his wife Mary have been married for 10 years and live in Germantown Hills, IL with their 2 year old son, Tyler.