LEGACY INVESTMENT SERVICES - Key Persons
Job Titles:
- Manager of Client Services for Jason Smith
Amber joined Legacy Investment Services in April 2019, bringing over 17 years of customer service experience to the team. She is responsible for managing client services for Jason Smith and supporting Legacy's relationship with Bank of Farmington Investments. In addition to a wide range of administrative tasks, she is also responsible for planning and coordinating numerous events and educational seminars held in the Peoria area.
Amber currently resides in Delavan, Illinois with her husband, Shawn, and children, Mya, Karson, Ashlynn & Bryce. In her free time she enjoys crafting and spending time with her family.
* Amber Geary is not registered with Woodbury Financial Services, Inc.
Job Titles:
- Investment Advisor
- Partner
- Representative
- Founding Advisor of Bloom Financial
Bill Bloom is the founding advisor of Bloom Financial*. Bill spends his time working with individuals,families and business owners helping them plan for a better retirement. By being an independent financial advisor, Bill is able to create customized portfolios and strategies to fit his client's needs. Bill loves to help his clients with their retirement income strategies. His practice consists of Asset and Risk Strategy, Qualified Retirement Plan Design, Retirement Income Strategies, and Estate and Succession Strategies.
Job Titles:
- Affiliated Advisor
- Investment Advisor
- Representative
Christa is an Investment Advisor Representative with Woodbury Financial Services, Inc. in Cordova, TN. She has 20 years of experience in the industry. Most of her career has been spent growing and supporting other advisors by providing investment research and management of advisory accounts; writing comprehensive financial plans; assisting with client sales and client service; organizing marketing events; and maintaining systems for compliance and regulation.
Job Titles:
- Affiliated Advisor
- Investment Advisor
- Representative
- Consulting
With over 21 years of experience in financial services, Chris is committed to helping people pursue their financial goals by using a wide range of financial products. He consistently puts his clients' needs first by taking the extra time necessary to educate each individual on the investment options appropriate for their specific needs.
Chris graduated from Concordia University with a BA in Business Economics and has achieved the Chartered Financial Consultant designation. Chris holds the Series 7, 26, and 63 securities registrations with Woodbury Financial Services, Inc. and an insurance license.
Chris Henning, ChFC© has been with Woodbury Financial for over 20 years that began as a Regional Sales Representative. On May 2007, as the firm's Senior Field Trainer, he led Field Technology training to help advisors maximize their use of technology applications in their practice. Throughout the coaching process, he leverages his practical knowledge of being an experienced advisor who has managed a thriving practice for 21 years. This first-hand experience allows Chris to establish an immediate connection with advisors, helps him understand their needs and offer customized strategies for each advisor's business perspective.
Chris' conversational style of coaching helps advisors learn faster as they welcome the partner-type discussion rather than a formal, one-size-fits-all approach. When discussing ways to streamline technology solutions, Chris explores each advisor's business scenario, discusses available resources, explains their benefits, and suggests solutions that will make the most impact on each advisor's practice. Chris' goal is to help advisors perform their tasks more efficiently and use technology to identify prospective clients, generate more sales, and track results.
Job Titles:
- Director of Operations for Trent Strong
Courtney joined Legacy Investment Services in June 2019. She is the Director of Operations for advisor Trent Strong, and she is responsible for managing client services for both of his offices located in East Peoria and Normal, IL. In addition to a wide range of administrative tasks, she is also responsible for planning and coordinating numerous events and educational seminars held in the Peoria and Bloomington-Normal areas.
Courtney grew up in Metamora and attended Illinois Central College for two years where she studied Business Administration. She currently resides in East Peoria, IL with her fiancé, David and their wonderful dog, Taj. In her spare time, Courtney enjoys spending as much time as she can with Taj, her niece and nephews, and the rest of her family. She enjoys any activity outside and always up for a new adventure.
* Courtney DeLap is not registered with Woodbury Financial Services, Inc.
Job Titles:
- Certified Master Trained Financial Coach
*The Eagle Circle award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor's clients or former clients.
Job Titles:
- Senior Partner
- Investment Advisor Representative - Senior Partner
An independent broker specializing in insurance, estate and retirement planning strategies, David Goodrich has been serving individuals and small businesses throughout Texas for nearly 18 years. By focusing on tax saving strategies and investment management, David and the other professionals of Legacy Investment Services are dedicated to helping their clients reach their full financial potential.
Job Titles:
- Investment Advisor
- Partner
- Representative
After spending 35 years as a successful consumer products sales & marketing professional, David has transitioned into a second career as an independent financial advisor. He focuses his practice on helping his clients develop and execute financial plans for Investment, Retirement, Asset Protection and Wealth Transfer. He believes that building a foundation of trust is essential in the process of helping clients achieve their financial goals.
Job Titles:
- Senior Partner
- Investment Advisor Representative - Senior Partner
Prior to merging with Legacy Retirement Plan Services, David was the owner of Guident Retirement Plan Services, a local firm in Dallas which provided retirement plan consulting services for over 7,500 plan participants and $200 million in plan assets. Prior to this David was Regional Director for MetLife Retirement Services. In this role David gained valuable knowledge of the "vendor side" of the retirement plan marketplace. His experience focused on plan pricing, administration, ERISA issues, employee education and investment monitoring. David's strong belief in employee education led him to be part of the MetLife Retirement Services Education Committee which helped create the MetLife 401k education campaign. At Legacy Retirement Plan Services David has leveraged our Legacy advisors knowledge and ideas to create an education campaign for employees that cause them to act. Our goal is to help plan sponsors reduce their fiduciary liability through targeted employee communications and quality investment monitoring.
Job Titles:
- ADVISOR
- Affiliated Advisor
Donny delivers a highly personalized planning and asset management service to individuals, families and small businesses. His practice focuses on retirement income planning, investment strategies, tax savings and asset protection. With over 15 years of industry experience, Donny has proven his value to his many clients.
His process is simple and no-nonsense. The focus is placed on clarifying objectives and developing strategies designed to meet each goal. Consistent follow-up ensures clients stay on track. As an independent practitioner, Donny is positioned to provide financial advice free from obligation to any single product or strategy.
Job Titles:
- Advisor
- Senior Partner
- Senior Partner With
Eric provides customized financial planning strategies. He understands the personal complexity many clients feel about retirement and long-term financial planning, and he has access to a variety of tools to provide the analysis and comparison needed to help people feel confident in their decisions. Eric strategically partners with other financial professionals who share his vision of putting the client first and bring their own expertise, adding value to a client's overall experience. As your trusted advisor and Certified Fiduciary, Eric takes tremendous pride in aligning your portfolio with your life goals.
"My team and I are committed to continuously improving every aspect of our business. The great Zig Ziglar said ‘help enough people get what they want, and we all get what we want!' The joy of a satisfied client, and their willingness to recommend our services to their friends, gives me personal satisfaction and motivation for continued growth in this business."
Eric, his wife, Meg, and their two children live in Germantown Hills.
Job Titles:
- Independent Financial Advisor in Union City
Job Titles:
- Investment Advisor
- Partner
- Representative
- FOUNDER & INVESTMENT ADVISOR REPRESENTATIVE
Since 1983, Gilbert R. Zepeda has been serving his clients as a trusted advisor. In 1985, Gil was selected by Merrill Lynch to form the founding class of the Financial Planning and Business / Estate Planning Program. Gil's responsibilities were to train, to educate, and certify every Financial Consultant at this office with the Certified Financial Manager Certificate authorized by Merrill Lynch. These duties supported the full roll out of this program that remains in existence today.
After gaining significant experience across a range of roles, Gil launched Consultants in Wealth Management as an independent entity in the early 1990s. He is focused on continuing to provide long-term guidance and counsel to his select group of private clients.
Job Titles:
- Affiliated Advisor
- Financial Professional
Job Titles:
- Assistant to Jeffrey Shanine
Job Titles:
- Advisor
- Partner
- Investment Advisor Representative - Partner
Job Titles:
- Advisor
- Affiliated Advisor
- Founder and President of the Advisory Group
- Independent Personal Producing Financial Advisor
Jeff Diehl serves as an independent personal producing Financial Advisor and is an Investment Advisor Representative & Retirement Plan Consultant with Woodbury Financial Services, Inc..
Mr. Diehl has been involved in his chosen industry for over 30 years where he has been involved with personal financial and investment planning, designing and improving corporate sponsored employee benefit plans, with an emphasis in Qualified Retirement Plans & Cash Balance Plans
Jeff Diehl is founder and President of The Advisory Group, Inc., an insurance and employee benefit resource firm. The Advisory Group, Inc. was founded on the premise to deliver broader and improved services to existing clients and to properly position our clients and their business for the changing financial and employee benefit arena. The principals of the firm strive to operate their business on the premise,
"That just because no one else has done something like this before, does not mean that it cannot be done!" In other words…. What if???
Mr. Diehl is a graduate of The University of Wisconsin Stout, with a BS in Business Administration, and a graduate from the College for Financial Planning, Denver, CO., with his CFP Degree. Mr. Diehl has also provided seminar education plans to the public and employees, as well as being published in Advisor Today and Life Insurance Selling.
Job Titles:
- Advisor
- Investment Advisor
- Partner
- Representative
- Rotary Foundation Chairman
Professional Experience
Jerry Brookhart has been working with Legacy Investment Services, Inc. since 2006. As an Investment Advisor Representative of Woodbury Financial Services, Inc., Jerry provides objective, non-fee based analysis and strategies to clients who seek a customized, balanced and diversified approach to investing for retirement, education, income or capital management purposes. His goal is to build long term relationships by providing exceptional financial leadership.
Jerry has also worked for Purdum Gray Ingledue, Inc. since 2003 as an insurance producer. He provides personal and commercial clients with various types of insurance to meet their respective needs.
Jerry spent a portion of his career in national and international sales as well as marketing management. Jerry served on the management team of companies such as: IBM, NCR, and Lockheed Corporation and participated in several start-up ventures.
Jerry serves as local Rotary Foundation Chairman, local Habitat for Humanity Board President, and as a member of his University of Illinois fraternity board.
Job Titles:
- Advisor
- Affiliated Advisor
Job Titles:
- Assistant to Eric Marshall
- Assistant to Marc Minor
Lexxie Hiatt is an assistant to Marc Minor, who is an Investment Advisor Representative of, and offers Securities and Investment Advisory Services through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc. *Lexxie Hiatt is not registered with Woodbury Financial Services, Inc.
Job Titles:
- ADVISOR
- Registered Assistant
* Lisa Marshall is a Registered Assistant with Woodbury Financial Services, Inc.
Job Titles:
- Advisor
- Member of the Board of Directors
Job Titles:
- Advisor
- Partner
- Chicago, IL & Schererville, in / Partner
- Founder of Minotti Financial Group
Mario P. Minotti is the founder of Minotti Financial Group*, which is a part of the Legacy group. He serves individual, corporate and institutional clients through holistic financial planning, retirement planning, and risk management.
Before beginning his career with Minotti Financial Group, Mario worked at an accounting firm in Chicago where he obtained a background in taxation and employee benefit plans. He then began working with his father and became the second generation in his family to pursue a profession in wealth management. Today, Mario assists a variety of clients on managing all aspects of their financial lives as well as addressing their complex challenges, ranging from fiduciary management to retirement and estate planning.
Job Titles:
- Affiliated Advisor
- Investment Advisor
- Representative
Founded in 2000 by Mark Hoover*, The Big Picture Group specializes in helping people get clear, take action, and monitor their results. Mr. Hoover brings his perspective, expertise, and dedication to giving individuals and business owners strategies that enhance their financial freedom. With his patented BIG PICTURE solutionTM, he provides clients with custom, holistic plans and the confidence that their financial path will help them achieve their most valued goals and dreams.
Mr. Hoover holds the FINRA Series 6, 63, & 65 security registrations. Having grown up in Dallas, Mr. Hoover graduated from Cistercian Preparatory High School in Irving, Texas, and received his college degree from the University of Mississippi.
Upon returning to Dallas, Mr. Hoover worked for Deloitte in the Tax Department for five years. He then began his career as a commercial real estate appraiser. During his decade in the real estate business, Mr. Hoover held a real estate brokers, real estate appraisal, and property tax license for the State of Texas. During this tenure, he prepared appraisals on over $2 billion in real estate and has served as a subject matter expert in U.S. Federal Court.
Mark has two grown children and lives with his wife, Sherri, in Richardson, Texas. Actively involved in community service, Mark enjoys playing golf, cooking, and going to the theater and the movies.
Job Titles:
- Advisor
- Registered Assistant
Job Titles:
- Partner
- Investment Advisor Representative - Partner
- Managing Partner With Legacy Wealth Partners, Inc
Professional Experience
Matt Boehm is a Managing Partner with Legacy Wealth Partners, Inc. and he provides customized financial planning, analysis and strategies to his clients, specializing in retirement planning and investment analysis to individuals.
Since 1980 Matt has helped clients make informed financial choices to help achieve their goals. "I enjoy spending time with my clients in order to understand their unique goals and to help them achieve their custom financial strategies."
Matt hosts various client events throughout the year. He focuses on education through one-on-one coaching and group meetings. "As a financial advisor, one of my key responsibilities is to help educate clients and keep them informed, so that they are comfortable with their investment decisions."
Matt believes he is able to do what's best for his clients because he is an independent financial advisor. As an owner of Legacy Wealth Partners, Inc., he has a vested interest in every client's success. "I know the importance of understanding my clients' goals. Every client is unique and every strategy must be custom designed."
Matt makes it a priority to stay current with the latest retirement strategies. This gives him more options to meet unique client needs. Long-term relationships are of utmost importance to Matt. Matt has appeared on PBS, giving a presentation titled "Financial Strategies for Seniors" and has also presented to numerous non-profit organizations providing retirement and estate planning strategies and solutions.
Prior to joining Legacy, Matt spent over 20 years in corporate finance as Treasurer, Controller, Director of Mergers & Acquisitions and Vice President of Financial Operations and Continuous Improvement. "I strongly believe that my past corporate experience gives me a well rounded and unique perspective in serving my clients; experience and perspective not possessed by most other advisors."
Personal
Matt enjoys spending time with his adult children, taking a keen interest in their personal and professional lives. Spending time with his children, as well as time in Florida, is a great outlet for relaxation from his busy schedule, while also allowing him to meet with his clients who spend time in Florida throughout the year.
Education and Accomplishments
BS in Accountancy, Northern Illinois University
MBA, Northern Illinois University
Certificate in Management Accounting (CMA)
SmartVestor Pro (Dave Ramsey Solutions)
FPA Oak Brook Council Board of Directors
* Working with an advisor who subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program are not affiliated with WFS and are not sponsored or endorsed by WFS.
Job Titles:
- Member of the Board of Directors
- Investment Advisor Representative - Partner & Board of Directors
Currently, Matt serves as Senior Partner and he operates his practice from Dallas, Texas. He has over a decade of experience helping his clients develop and execute successful financial plans.
His practice focuses on planning for individuals, families and small business owners. Matt has developed specific expertise in the areas of Retirement Income Planning, Investment Management, Asset Protection and Tax Efficient Wealth Transfer.
In addition to serving his personal clients, Matt works as a professional coach and mentor to Legacy Partners and Affiliated Advisors in Texas, Oklahoma and Louisiana. He works with over a dozen Legacy Offices to assist other advisors build and improve their practices.
Matt is also a member of Legacy Investment Services, Inc. Board of Directors.
* Michelle Minor is not registered with Woodbury Financial Services, Inc.
Job Titles:
- Advisor
- Member of the Board of Directors
- Crystal Level Investment Producer
- Founding Partner of Legacy Investment Services Inc
Nick is an original Founding Partner of Legacy Investment Services Inc., a financial resource center which serves as a retirement planning and investment management company for individuals across the country.
Nick is a Crystal Level Investment Producer - the highest production level recognized by Woodbury Financial Services, Inc., which is one of the nation's largest broker/dealers who serve as the behind-the-scenes ethics, compliance and supervision team that works to protect the advisers and clients of Legacy Investment Services Inc.
Job Titles:
- ADVISOR
- Affiliated Advisor
With over 30 years of experience in the financial services industry, Pier has established a solid practice based on knowledge and dedication to his clients. Over the years, he has helped many business owners, families, and individuals reach their financial goals. Today, his priority remains to better prepare his clients for the future through a comprehensive practice of employee benefits and retirement strategies.
Job Titles:
- ADVISOR
- Affiliated Advisor
- President of Lindberg Financial LLC
Job Titles:
- Advisor
- Senior Partner
- Investment Advisor Representative - Senior Partner
Job Titles:
- Senior Partner
- Investment Advisor Representative - Senior Partner