LegacyOak Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for LegacyOak Advisors
Team photo for LegacyOak Advisors

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Advisors

Advisor photo for Gregory Lewandowski

Gregory Lewandowski

APMA®, AWMA®

Financial Advisor

Managing Partner of LegacyOak Advisors
Visit Gregory Lewandowski's website
Advisor photo for Roman Kisz

Roman Kisz

AAMS®, CRPS

Financial Advisor

Visit Roman Kisz's website


Team

Grace Lueck

Grace Lueck

Client Relationship Manager