Broker Check

The Legacy Team

Our Team

Our team shares a love of music, which is how we named our financial planning process The Harmony FORMula. We also share a love for our community, wanting to give back in many ways. The heart for service and unique skillsets each of us has is what allows us to function so well, even working remotely, with our clients and partners. 

Gregory Theis

Gregory G. Theis, ChFC®, CLU®, CLTC®

Owner / Independent Financial Advisor

(708) 301-4471

Robert Travers

Bob Travers, CFP®, CLTC®

Investment Advisor Representative

(708) 301-4471

Melissa Krabbe

Melissa Krabbe

Director of Operations

(708) 301-4471

Kalie Perez

Kalie Perez

Office Manager

(708) 301-4471

Education & Designations

Education & Designations

Our team values continual learning as we seek to fulfill that "conductor" role and bring your life into Harmony.

When managing retirement assets or making recommendations on qualified accounts, we are held to the fiduciary standard - prioritizing your best interests and always making recommendations specific to your situation.

We have also sought out designations that provide additional ongoing education in the financial services industry: Greg holds the ChFC®, CLU®, and CLTC® designations and Bob holds the CFP® and CLTC® designations.