Broker Check

Who We Are

Our team specializes in meeting the needs of successful families and top-of-their field professionals who, among other things, aspire to a work-optional lifestyle and have the desire to secure a family investment legacy.

Gregory G. Theis, ChFC®, CLU®   CLTC

Owner / Independent Financial Advisor

(708) 301-4471

(708) 301-2293

gtheis@legacyfinancialusa.com

Greg Theis is the owner of Legacy Financial Services, Inc., and has more than 30 years of experience in the industry. He is passionate about his business and his clients and strives to build long-term relationships with them and their families by providing retirement income planning guidance when they are close to retirement or looking for guidance during retirement.

Greg has helped hundreds of families with retirement, investment, legacy, tax and wealth planning. By identifying potential tax savings, coordinating legacy plans for the client and beneficiaries, and implementing and managing personalized investment strategies, he helps his clients pursue their individual and long-term financial objectives.

Greg graduated with a B.A. degree in Business from Governor’s State University, IL. He holds the Chartered Financial Consultant (ChFC®) designation, which provides him the knowledge of both financial planning and insurance to help with the wealth management needs of retirees in multiple states. His other industry credentials include Chartered Life Underwriter (CLU®) and a licensed life insurance agent with experience in long-term care alternatives. He is also an investment advisor representative and has obtained the Series 63 and 65 financial licenses.

Greg is a native of Illinois. He is married with three children and has 4 energetic grandchildren. He has been a member of Our Lady of Woods Church for more than 28 years and often helps or hosts with retreats. He enjoys vacationing in Florida, Arizona and has enjoyed white water rafting in Colorado.

Robert Travers, CFP®  

Investment Advisor Representative

(708) 301-4471

(708) 301-2293

btravers@legacyfinancialusa.com

Bob was born and raised in Peoria, Illinois. He attended Peoria Notre Dame High School and his family has been members of the St. Thomas parish in Peoria for many years. Bob began working in the financial world with Legacy soon after finishing college and looks forward to servicing new & existing clients within the Chicagoland area and Central Illinois.

Bob graduated with a B.A. degree in Finance from The University of Iowa. He currently holds a Series 7 & Series 66 license, but more importantly, he is an Investment Advisor Representative. This means he has a fiduciary responsibility to his clients. This relationship relies on the necessity that a financial advisor must act on behalf of a client in a way the client would act for himself if he had the requisite knowledge and skills to do so. Bob exercises his duties of loyalty, care, and full disclosure in his relationships with his clients. He does this with educational seminars, newsletters, phone calls and annual tactical & strategy sessions. Bob is also licensed in Life & Health Insurance allowing him to accommodate his client’s vast array of needs.

When Bob is not studying or working with his clients, he is very active and enjoys playing sports like golf, basketball, and tennis to name a few. He also likes to travel with friends and family, especially to go hiking in the summers and snowboarding in the winter. He also is an avid music fan and loves attending concerts and festivals.

Melissa Krabbe

Office Manager

(708) 301-4471

(708) 301-2293

mkrabbe@legacyfinancialusa.com

Melissa Krabbe joined Legacy Financial Services, Inc., in the summer of 2011.

She has over 27 years of experience in customer service, marketing, logistics training, event planning and daily office operations.

She’s highly motivated and enthusiastic about helping every client, because she strongly believes in the firm’s mission and business model and how it empowers her to better help clients work toward a more confident retirement.

Melissa is happily married with two children. She enjoys spending her summer weekends camping and hiking with her friends, family & their 2 Australian Shepherds. The winter seasons allow her to bake and dip an array of dessert foods in chocolate. Melissa relaxes by reading, doing puzzles & watching movies with the family. Melissa also volunteers as the Northern Indiana State Representative for Celebrate Recovery and is very involved with her local church.

Kalie Witkowski

(708) 301-4471

(708) 301-2293

kwitkowski@legacyfinancialusa.com

Kalie joined our Legacy family in the winter of 2021. She currently coordinates all aspects of our Oak Forest office location. When you visit here, you’ll be greeted by her friendly personality and professional kindness.

Kalie spends most of her spare time with her school aged daughter. Together they enjoy watching movies, making homemade pizzas, playing games & attending concerts.

They’re crazy for White Sox baseball & the Green Bay Packers football teams!

Whether it's on the beach, in the mountains, or a quick weekend getaway Kalie loves to travel and thrives on adventure.