About Us

Matt is the managing partner of Legacy Private Wealth Advisors. As a financial advisor, he provides customized financial planning and investment management for individuals and families with a special focus on portfolio construction and management.

Matt has over 20 years of experience as a licensed financial advisor. He believes that his biggest responsibility as an advisor is to educate clients and keep them informed, so that they are comfortable and confident about their financial future. Matt holds FINRA Series 6, 7, 63, and 65 licenses. He attended Northern Illinois University, where he earned a Bachelor’s Degree in Accountancy and Master of Business Administration degree.

Outside of work, Matt enjoys spending time with his adult children continuing to cheer them on in their professional and personal lives. He splits his time between our Illinois and Florida offices.

Josh is an experienced insurance and financial representative who strives to build a deep relationship with every client. His objective approach is designed to give investors confidence in their retirement plans and investment strategies. In addition to serving clients, he speaks regularly with our investment firm partners and analysts to stay up-to-date with market conditions and future outlooks.

Josh has over 10 years of experience and holds FINRA Series 6, 7 and 65 licenses. He graduated from Quincy University with a Bachelor’s Degree in Business Management. He received a full basketball scholarship from Quincy and played professionally for two years before transitioning into the investment world.

Outside of work, Josh and his wife, Taylor, are the proud parents of twin boys and a daughter. When not chasing around children, he likes to exercise, golf, and spend time with friends and family.

As our client services and operations guru, Natalie prepares client paperwork, responds to inquiries, and manages our office workflows to ensure that everything runs smoothly. She strives to provide the best client experience possible and is always looking for new ways to brighten our clients’ days.

Natalie graduated from Bradley University with a Bachelor’s Degree and has been in the financial services industry since 2018. Outside of work, she enjoys spending time with friends, family, and her chocolate lab, Bailey.

Grant joins us as the newest member of the Legacy team. In his role, Grant will be working as a part of our team, supporting us in the client services and operations areas. In that capacity, you may hear from Grant should he need to reach out to you in support of servicing your account. In his role, Grant will be working alongside and in support of Matt, Josh, and Natalie.

Grant is currently a Junior at Millikin University in Decatur, where he is pursuing a Bachelor of Science in Finance degree. While attending Millikin, Grant’s activities include Treasurer of Beta TKE Fraternity, member of the Tabor School of Business, Business Club, and member of the Milliken University Golf Team.

We are excited to have Grant joining us in this role and ask you extend to him the same courtesy that you have afforded us over the years!