Joe McGrane, a co-founder of Legacy, stands as a stalwart in the financial planning industry, boasting over 35 years of experience in trust and investment management. His expertise has been instrumental in creating and sustaining Legacy’s administrative procedures, shaping the firm’s trajectory since its inception. 

Mr. McGrane’s profound understanding of the financial industry is backed by a solid academic foundation. He earned his Bachelor’s degree in Economics from Loras College, a discipline that fostered his analytical acumen and grasp of financial trends. Further solidifying his credentials, he acquired a Juris Doctor degree from the University of Iowa.

His robust blend of practical and theoretical knowledge has fortified Legacy’s standing in the financial sector. As a key figure in the organization, Mr. McGrane’s vision and strategic direction continue to drive the firm’s commitment to excellence, contributing significantly to its success. His expansive career underscores his dedication to effective trust and investment management, making him a respected figure in the financial landscape.