Why Choose Us?
Your choice of a financial advisor is one of the most important, long-term decisions you can make, because a successful relationship will help you map out your journey to financial well-being. At Legacy Wealth Solutions, we use a client-centered approach when assisting people with their financial planning needs. It begins with understanding what’s important to you, and then helping you define and prioritze your financial goals. Working together, a personalized comprehensive plan is developed, implemented, monitored, and adjusted over time to meet your changing needs.
Contact our financial team today to get started!
Mary Scwartz
Mary Schwartz is a Certified Financial PlannerTM and a member of the Financial Planning Association. She earned her BA in Business and Economics from the University of Wisconsin – Stevens Point. She is active in her community and an enthusiastic member of the Sauk Trails Optimist Club. Mary enjoys travel, golf, and spending time with her family.
Trevor Linke
Trevor Linke is a dedicated Financial Advisor with nearly a decade of experience in the financial industry. He holds a BS in Finance from the University of Wisconsin – Stevens Point, as well as his securities licenses. Trevor is also currently working toward obtaining his CFP® designation to further elevate his comprehensive wealth management practice. He has a genuine passion for the world of finance and thrives on helping individuals and families achieve their goals and financial confidence. In his free time, Trevor loves to travel, stay active playing volleyball, and connect with friends and family.