Your future. Your legacy.

How can we help bring your vision to life?

Legacy Partners

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Michael Simone Profile Photo

    Michael Simone

    Senior Vice President–Wealth Management

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    • AL
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    • DC
    • FL
    • GA
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    • IL
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    Mike is a founding partner and relationship manager for Legacy Partners.  He has provided financial advice to high net worth clients for over thirty years. He focuses on equity and fixed income portfolio management, asset allocation, alternative investments and risk management.

    Michael received his B.S. in Finance from North Carolina State University.  

    Mike resides in Chicago with his daughters, Madelin and Emelia.

      • North Carolina State University, Business Management Finance
        One North Wacker Drive
        Chicago, IL 60606
      • Paul Lee Profile Photo

        Paul Lee, CPWA, CEPA, CRPS, CRPC

        Senior Vice President–Wealth Management

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        • AL
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        • CO
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        • DC
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        • GA
        • IA
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        • MD
        • ME
        • MI
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        • NC
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        • OR
        • PA
        • SC
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        • UT
        • VA
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        • VT
        • WA
        • WI

        Paul is a relationship manager for Legacy Partners.  He draws upon his thirty years of experience as a Certified Public Accountant and Wealth Advisor, assisting clients in business succession planning, estate minimization, philanthropic planning, and tax management.

        Paul proudly served as the Investment Committee Chair - Board of Trustees for the $1.7B Presbyterian Church USA Foundation for eight years; and has chaired numerous investment, governance and development committees for non-profit organizations.

        Paul received a B.S. in Accounting from the Kelley School of Business at Indiana University and a Certificate in Advanced Portfolio Management from DePaul University.   He is a Certified Private Wealth Advisor (CPWA®) from the Yale School of Management, a Certified Exit Planning Advisor (CEPA) from the University of Chicago, a Chartered Retirement Plans Specialist (CRPS®), a Chartered Retirement Planning Counselor (CRPC®), and an Accredited Investment Fiduciary (AIF®). 

        Paul and his wife, Kimberly, reside in Barrington with their children, Connor, Jack & Jenna.

        • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

        • Kelley School of Business – Indiana University, B.S. Accounting
        • Yale University School of Management
        • DePaul Kellstadt Graduate School of Business
        • Wealth Advisor
        • Certified Exit Planning Advisor
        • Endowment & Foundation Consultant
        • Senior Portfolio Manager
        • Retirement Plan Consultant
        303 East Main Street
        Barrington, IL 60010
      • Randy Wiggs Profile Photo

        Randy Wiggs, CIMA

        Senior Vice President–Wealth Management

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        • AL
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        • DC
        • DE
        • FL
        • GA
        • ID
        • IL
        • IN
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NH
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        • PA
        • SC
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        • UT
        • VA
        • VI
        • VT
        • WA
        • WI
        • WY

        Randy is a founding partner and relationship manager for Legacy Partners.  For over twenty five years, he has focused on equity and fixed income portfolio management, asset allocation, alternative investments and risk management.

        Randy received his B.S. in Finance from Southern Illinois University and is a Certified Investment Management Analyst (CIMA®) from The Wharton School of Business.

        Randy and his wife Maria, reside in Crystal Lake with their children. Ethan, Nora & Anna.

        • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

          • Wealth Advisor
          • Certified Investment Management Analyst®
          One North Wacker Drive
          Chicago, IL 60606
        • Ryan Lindgren Profile Photo

          Ryan Lindgren, CIMA, CFP

          Senior Vice President–Wealth Management

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          • AL
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          • CT
          • DC
          • FL
          • GA
          • IA
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          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • VI
          • VT
          • WA
          • WI

          Serving as a relationship manager for the team, Ryan provides advice and guidance to affluent families and professionals. He employs the team’s strategic approach in helping clients address their complex financial needs and lay the foundation for pursuing their goals.

          Ryan currently serves as the Treasurer of the University of Illinois – Chicago Letterman’s Club, and is the Founder and President of the Patrick Grange Memorial Foundation for ALS.

          Ryan received a B.S. in Finance and Marketing from the University of Illinois – Chicago.   He is a Certified Investment Management Analyst (CIMA®) from University of Chicago Booth School of Business, a Certified Exit Planning Advisor (CEPA) and a CERTIFIED FINANCIAL PLANNER (CFP®).  

          Ryan and his wife, Jennine, reside in Chicago with their children Isla and Greyson.

            • University of Illinois – Chicago, B.S. Finance and Marketing
            • Certified Investment Management Analyst®
            • CERTIFIED FINANCIAL PLANNER™
            303 East Main Street
            Barrington, IL 60010
          • Benjamin Miller Profile Photo

            Benjamin Miller, CFP, CEPA, CRPC, CIMA

            Senior Vice President–Wealth Management

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            • AL
            • AZ
            • CA
            • CO
            • DC
            • FL
            • GA
            • IA
            • ID
            • IL
            • IN
            • KY
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • NC
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • SC
            • TN
            • TX
            • UT
            • VA
            • VI
            • VT
            • WA
            • WI

            Ben's passion for helping clients make their financial lives better began in 1996. For over twenty five years, Ben has strived to understand the values that inspire his clients, their history, and, of course, where their wealth can take them.  His goal is to help clients construct an actionable plan for their financial independence with a special focus on consistent cash flow. 

            Ben received a B.S. In Finance from Illinois Wesleyan University.  He is a Certified Investment Management Analyst (CIMA®), a CERTIFIED FINANCIAL PLANNER (CFP®), a Certified Exit Planning Advisor (CEPA), and a Chartered Retirement Planning Counselor (CRPC®). 

            Ben and his wife, Lori, reside in Long Grove with their sons, Ryan and Drew.

            • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

            • Illinois Wesleyan University, Business Finance and Political Science
            • CERTIFIED FINANCIAL PLANNER™
            • Certified Exit Planning Advisor
            • Certified Investment Management Analyst®
            • Chartered Retirement Planning Counselor℠
            303 East Main Street
            Barrington, IL 60010
          • William Read Profile Photo

            William Read III, CFP, CIMA

            Senior Vice President–Wealth Management

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            • AL
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            • CA
            • CO
            • DC
            • FL
            • GA
            • IA
            • ID
            • IL
            • IN
            • KY
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MT
            • NC
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OR
            • PA
            • SC
            • TN
            • TX
            • UT
            • VA
            • VI
            • VT
            • WA
            • WI
            • WY

            Bill's focus is on high net worth asset management. He focuses on concentrated stock strategies, corporate finance activities, private equity investing, estate planning, family office and discretionary portfolio management.

            Bill received a B.S. in Finance from the University of Illinois and his MBA from Northern Illinois University.  He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst (CIMA®) via the Wharton School of Business, at the University of Pennsylvania.

            Bill and his wife, Ingrida, reside in Aurora.

              • University of Illinois
              • Northern Illinois University, M.B.A. Finance and Economics
              • CERTIFIED FINANCIAL PLANNER™
              • Certified Investment Management Analyst®
              • Senior Portfolio Manager
              One North Wacker Drive
              Chicago, IL 60606

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