Stephanie Ross is the Founding Managing Director and a seasoned wealth planning professional with experience spanning the education, insurance, and financial services industries. She specializes in complex strategic wealth planning, helping individuals, families, and business owners navigate important financial decisions with clarity and confidence.

Stephanie is passionate about building customized strategies that align with her clients' goals, values, and long-term vision. She believes that effective investment planning is about more than managing assets—it's about creating opportunities, preserving legacies, and providing confidence for generations to come.

Throughout her career, Stephanie has been committed to education, both for her clients and the financial professionals she mentors. One of her proudest accomplishments is helping develop the next generation of advisors and industry leaders. She is equally passionate about community education and empowering others through financial literacy.

Stephanie finds the greatest fulfillment in seeing clients gain confidence as their investment plans take shape and their goals become achievable realities. Her thoughtful approach, combined with a dedication to meaningful client relationships, has made her a trusted partner to those seeking comprehensive wealth planning guidance.

Matt Hartke is a Financial Advisor at Legacy Point Wealth Management, where he specializes in portfolio management, investment selection, and comprehensive investment planning. With a background in biology and pre-med studies, Matt brings a disciplined, analytical mindset to his work helping clients make sound financial decisions.

Matt holds his Series 7 and Series 66 registrations, along with Life and Health Insurance credentials, and is experienced in utilizing advanced investment planning tools such as eMoney®. His career spans multiple industries, including insurance and financial services, giving him a well-rounded perspective on wealth strategy.

He is particularly passionate about guiding high-net-worth individuals through complex financial challenges, including portfolio construction, tax strategies, and estate planning investments. One of his proudest professional accomplishments was helping transition his mother’s financial advisory practice to independence and contributing to its continued growth.

Known for being a strong listener and proactive advisor, Matt is committed to delivering thoughtful, personalized financial solutions. Outside of work, he enjoys sports, CrossFit, and bourbon, and is actively involved in his community through the Kiwanis Club of Sugar Grove and the local Chamber of Commerce.

_{Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.}

Joshua Hartke is a Client Associate at Legacy Point Wealth Management, where he supports client relationships and investment planning initiatives while working toward expanding his role as an advisor. He earned his Bachelor’s degree in Finance from Northern Illinois University and brings additional leadership experience from his service in the United States Army.

Joshua is passionate about helping individuals and families build generational wealth through thoughtful financial strategies. In his role, he focuses on client service, administrative support, and professional development as he prepares to build and manage his own client base.

He is known for his calm, thoughtful approach and dedication to acting in clients’ best interests. Joshua enjoys collaborating with clients to develop tailored solutions that help them grow and protect their wealth.

Outside the office, Joshua enjoys pickleball and golf and remains active in his community through the Chamber of Commerce and the Kiwanis Club of Sugar Grove, where he supports initiatives that foster inclusivity and growth among families.