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®

Owner / Independent Financial Advisor

E-mail: gtheis@legacyfinancialusa.com

Greg Theis is the owner of Legacy Financial Services, Inc., and has more than 25 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.

As a member of the Oak Brook Financial Planning Association Board since 1990, 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 now added “grandpa” to his repertoire. He has been a member of Our Lady of Woods Church for more than 23 years and often helps or hosts with retreats. He enjoys vacationing in Florida and Colorado and has enjoyed white water rafting.

Robert Travers

Investment Advisor Representative

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

Director of Marketing

E-mail: mkrabbe@legacyfinancialusa.com

Melissa Krabbe joined Legacy Financial Services, Inc., in 2011 and has more than 17 years of experience in customer service, event planning, creative marketing, and operations. Her primary focus at Legacy is client relations and marketing/communications with clients and prospective clients, which includes coordinating its educational seminars on legacy planning, Social Security, and other various topics. She also plans and organizes the client appreciation events held throughout the year.

In addition to being responsible for a wide range of operational and administrative tasks, Melissa may occasionally assist clients with paperwork and reviewing their accounts. 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 and family, and winter weekends include snowmobiling and snuggling up with a good book or enjoying the movies with her children. She is also very much involved with the Celebrate Recovery Ministry within her local church. And when she has time to bake for others, she’s known for her awesome chocolate chip cookie recipe.

Ruth Bolde

E-mail: rbolde@legacyfinancialusa.com

Ruth Bolde joined Legacy Financial Services in 2019. She is married with two school age children. Ruth is primarily responsible for servicing accounts, marketing, communications, data entry, special events, and social media posts.

Ruth is highly creative and goes above and beyond to make our events extra special with her personal touches! In her spare time, she loves to take long walks with family and friends, attend concerts, family camping trips, and volunteers at her local church.

Our desire is to find a BETTER way for our clients to improve and organize their financial lives into an easy-to-understand format. We do this through the Harmony FORMula.

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