Our Team

Culture and Core Values Drive our Team

We provide investment services to a wide variety of clients across the United States. We bring expertise in financial planning, portfolio construction and management to our clients that aims to deliver truly exceptional results.

"Coming together is a beginning, keeping together is progress, and working together is success." - Henry Ford

Meet Our Team

Jason D. Smith, CFP®

Financial Advisor / Wealth Manager

309-294-8148

Jason Smith has over a decade of experience helping clients build and distribute wealth. With an extensive background in retirement income planning, investment management, and estate planning, he helps clients of all types achieve...

Matt Boehm

Managing Partner, Financial Advisor

309-229-3145

mboehm@legacypwa.net

Matt is a 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...

Josh Edmonds

Financial Advisor

(309) 229-3145

jedmonds@legacypwa.com

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...

Natalie Martindale

Client Services & Operations Manager (Matt & Josh)

(309) 229-3145

As the client services and operations guru for Matt Boehm and Josh Edmonds, Natalie prepares client paperwork, responds to inquiries, and manages our office workflows to ensure that everything runs smoothly. She strives to provide the...

Molly Smith

Client Services - Table Grove

309-294-8148

msmith@lpwadvisors.com

Molly Smith serves as an Administrative Assistant based in Table Grove, Illinois, where she supports daily operations and assists with a variety of client service and administrative responsibilities. She upholds LPW's core values and...

Makayla Lauderback

Client Services Specialist

309-294-8148

contact@lpwadvisors.com

Makayla Lauderback serves as an administrative assistant based in Peoria IL, where she works to support daily operations and assist clients with various investment needs. After graduating from Illinois State University with a degree in...

Martina Smith

Operations

martina.smith@lpwadvisors.com

Martina joined Legacy Private Wealth Advisors in 2024. Prior to financial services, she held roles in upper management at Petsmart, Inc. and served as the Chief Operations Officer of Prairie Spine and Pain Institute. Martina manages...

Bank of Farmington

Partner Financial Institution

309-245-2441

The mission of the Bank of Farmington is to remain an independent bank, locally-owned and controlled, providing the services needed to our community. We will deliver an excellent product in an efficient manner provided by knowledgeable...

Table Grove State Bank

Partner Financial Institution

309-758-5244

For over 70 years the Table Grove State Bank has been an active and important part of our community serving West-Central Illinois. We strive to deliver the best products and services available to our friends and neighbors across the...

Grant Reid

Associate - Client Services & Operations

Grant joins us as the newest member of the LPW 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...