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Our Advisors

 

Chris Winkler - President
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Chris Winkler is the founder and President of Legacy Advisors Wealth Management. He brings more than 15 years of experience in providing financial planning and asset management advice.  Chris leads both our team and clients with a wealth of knowledge related to investments, estate and retirement planning, tax minimization and portfolio risk management.  Prior to founding Legacy Advisors, Chris worked as a Senior Executive with a national firm and was regularly recognized nationally for his contributions to both the company and his clients.

"Our commitment is to build and operate a World-Class firm and experience for both our clients and our advisors.  We recognize and value the trust our clients place in us.  With these priorities, we work hard to be a proactive resource, providing industry leading concepts and service to our clients."


Chris enjoys maintaining an active lifestyle with his family away from the office. He enjoys fine dining, travel, golf, and is a sports fan of all things Chicago. 

Contact me at chris.winkler@legacyadvisorswealth.com
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Brad Alvarez - Director of Operations
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Brad's passion for investing and educating others developed in the 6 years he served in the US Navy.  Brad made a transition from his nuclear engineering background to the financial industry in 2004.  His analytical skills and nature provide a critical part of the "behind-the-scenes" research involved in implementing our firm's wealth management strategies.  He plays an integral role in overseeing the daily operations of our team, as well as the management and development of many of the firm's client relationships.

Outside of the office, he and his wife, Kristina, contribute to local and national animal organizations, with plans of one day opening their own animal sanctuary.

Contact me at brad.alvarez@legacyadvisorswealth.com
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Justin Savich - Executive Director
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For over a decade, Justin has been a respected leader in the financial services industry.  He takes a holistic approach with his clients, by developing strategies focused on bridging their life's values and priorites with their financial plan.  Justin is a member with the Crossroads and Valparaiso Chambers of Commerce.

Justin and his wife, Jesica, live in Valparaiso with their son. Both he and his wife are active members in their church community serving as volunteers with the children's education ministry. 

Contact me at justin.savich@legacyadvisorswealth.com
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Cindy Wyman - Client Relations Director
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Cindy Wyman brings over 10 years of professional, management knowledge from the mortgage, insurance, and financial industries.  As Justin's Client Relations Director, she strives to provide the highest level of client service.

Cindy enjoys kayaking, working out, and is focused on health and nutrition. She is an active member of her church and the community.  She resides in Valparaiso, with her son.

Contact me at cindy.wyman@legacyadvisorswealth.com
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Matt Evans - Senior Associate
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Matt Evans takes on a vital leadership role in company expansion efforts, traveling thoughout parts of Indiana and Illinois for business development.  His open dialogue with our clients helps them to discover their financial priorities and then place critical implementation strategies toward their achievement.  One of the many assets Matt brings to Legacy Advisors is his passion for community involvement serving as a member of the Crossroads Chamber of Commerce, a member of White Hawk Country Club, and as an active board member with the Schererville Business Networking International. 

He enjoys reading, traveling, and golfing competitively across the country.  Matt resides in Crown Point.

Contact me at matt.evans@legacyadvisorswealth.com
 
Ryan Rettig - Senior Associate
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Ryan Rettig brings with him a vast wealth of industrial leadership after working 14 years in Senior Leadership positions with the Chicago Assembly Plant of Ford Motor Company, including serving as union Chairman for 5 years.  Prior to his role with Ford Motor Company, Ryan earned his Bachelors Degree in Finance from Purdue University. Combining his academic and leadership background, he helps to serve individuals in building solutions to the key financial issues they face daily.  His keen expertise with the financial markets and tax minimization strategiess make him a valuable asset to our team.

Ryan's priorities in life are; maintaining good health, spending quality time with his 2 daughters, and pursuing his ideal way of life.  He resides in St John.

Contact me at ryan.rettig@legacyadvisorswealth.com
 
Ralph Flores - Senior Associate
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Ralph Flores, Jr. brings with him an abundance of industry knowledge to his clients.  Prior to Legacy Advisors, he was the principal of an independent insurance agency.  Ralph obtained his B.S. in Public and Environmental Affairs from Indiana University.  He is a member of the Lakeshore Chamber, serves on the North Township Board, and is a Commissioner for the Indiana Commission for Hispanic and Latino Affairs.

In his free time, Ralph enjoys softball and golf.  He resides in Munster with his wife, Tina, and their 2 daughters.

Contact me at ralph.flores@legacyadvisorswealth.com
 
Dawn Michaels - Associate
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Dawn Michaels brings over 20 years of business experience to Legacy Advisors Wealth Management.  She plays an integral role in the management and development of our client relationships.  Dawn received a B.A. in Organizational Communication from Purdue, and an MBA from Indiana University.  She is an active Rotarian and has served on many non-profit boards throughout her career.  Her passion is with Socially Responsible Investing.

She enjoys reading, travel, and spending time with family and friends.  Dawn resides in Munster with her son.

Contact me at dawn.michaels@legacyadvisorswealth.com
 
Ted Johnson - Associate
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Ted Johnson is one of the newest associates with Legacy Advisors Wealth Management. He brings over 20 years of marketing experience to the firm.  Ted understands the needs of the small business owner, having owned and operated several businesses throughout his career.  His focus is to diligently structure strategies for all of his clients, which will improve their quality of life.

Ted is very active in his church and is also a professional musician.  He resides in Merrillville with his wife.

Contact me at ted.johnson@legacyadvisorswealth.com
 

 

 

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8000 Utah Street, Merrillville, IN 46410  |  Phone: 219.942.7500  |  Toll Free Phone: 877.900.5130  |  Fax: 219.947.9466

Securities licensed associates of Legacy Advisors Wealth Management are Registered Representatives offering securities through Securities America, Inc., a Registered Broker/Dealer, Member FINRA / SIPC.  Financial planning and advisory services are offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor. Registered Representatives of Securities America may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor representative requirements.   Legacy Advisors Wealth Management and Securities America, Inc., are unaffiliated.

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