Legacy Consulting Group is an independent wealth management firm registered with the Securities and Exchange Commission as a Registered Investment Advisor (RIA). Our firm was formed in 1997 by Roger Shake and Steven Wachs who are both Certified Financial Planners (CFP^®). Roger is also a Registered Life Planner (RLP^®).  

 Roger A. Shake, CFP^®, RLP^®

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Roger is a partner of Legacy Consulting Group and specializes in helping clients develop their unique Financial Life Plan, as well as multi-generational planning. His holistic approach to planning focuses on both the quantitative and qualitative aspects of money and the client’s relationship to money. 

 Roger received his BBA in Finance from Abilene Christian University and his MBA in Management from the University of Dallas. In 1989, Roger received the CERTIFIED FINANCIAL PLANNER^TM designation from the College for Financial Planning. He has worked in the financial planning profession for over 20 years, and is currently a member of the Financial Planning Association, Kinder Institute of Life Planning, Dallas Estate Planning Council, Dallas Foundation Advisory Board, Baylor Health Care System Foundation Professional Advisors Council and the Nazrudin Project. Roger was named as one of the top financial planners in the Dallas area by D Magazine. Roger and his wife have three sons. Outside of work, Roger enjoys travel, exercise, playing squash, reading, fly-fishing and golf. He is also on the elder board of Trinity Fellowship Church.

Steven G. Wachs, CFP^®

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Steve is a partner of Legacy Consulting Group and oversees all components of the firm’s investment advisory function. This includes portfolio creation, investment manager due diligence and ongoing portfolio management.   

 Steve has worked for over 20 years in the financial planning and investment advisory profession, and is currently a member of the Financial Planning Association. Steve was named as one of the top financial planners in the Dallas area by D Magazine. He received a Bachelor of Science degree in Management from the University of South Dakota and his MBA from the University of Dallas. In addition, Steve received his CERTIFIED FINANCIAL PLANNER^TM designation from the College for Financial Planning in 1990. Steve and his wife have a daughter and a son. Away from work, Steve enjoys playing golf and co-leading a small group through their church with his wife.  

Jennifer Schmitt 

Paraplanner
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Todni Robinson

Client Service Coordinator and Marketing
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Deb Horan

Executive Assistant
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