Bob Travers, CFP®, CLTC®

Bob Travers is a partner at Legacy Financial Services, Inc., where he has worked alongside Greg Theis for the past seven years. With a decade of experience in the financial services industry, Bob is dedicated to helping clients pursue what he and Greg call a work-optional lifestyle — a more personal, forward-looking approach to what most people think of as retirement.

Bob's planning philosophy centers on the Harmony FORMula, a process built around what matters most: Family, Occupation, and Recreation — with Money serving those priorities, not the other way around. Just as a great band brings together many different instruments into something cohesive, Bob believes a great financial plan integrates its many moving parts — income planning, wealth management, tax planning, risk management, legacy planning, and strategic gifting — into one unified strategy built around each client's life.

Bob is a CERTIFIED FINANCIAL PLANNER™ professional and holds the CLTC® (Certified in Long-Term Care) designation. He is an Investment Advisor Representative with Series 7 and 66 licenses, and is licensed in life, health, and long-term care insurance. He is also certified to assist clients with Medicare Supplement, Medicare Advantage, and Part D plans. When acting as a fiduciary, Bob is committed to acting in the best interest of his clients through personalized advice, regular reviews, and proactive communication.

Bob was born and raised in Peoria Heights, Illinois, and earned his B.A. in Finance from the University of Iowa. He and his wife Brooke enjoy spending time with their daughter Lucy. Outside the office, Bob stays active year-round — he completed the Chicago Marathon last fall and enjoys running and bike riding when the weather allows, including rides along the Chicago Lakefront Path. He is also an avid music fan who loves attending concerts and festivals, and enjoys traveling — especially hiking in the summer and snowboarding in the winter.