Steve Wachs and Roger Shake, Legacy Consulting Group

Legacy Consulting Group logo
1:30 pm

January 16, 2018

Steve Wachs and Roger Shake
Legacy Consulting Group

Legacy Consulting logo

Steve Wachs and Roger Shake are Partners of Legacy Consulting Group, an independent financial life planning and investment advisory firm registered with the Securities and Exchange Commission as a Registered Investment Advisor. The firm was formed in 1997 and is located in Plano, Texas. Steve Wachs is also the CIO (Chief Investment Officer) and CCO (Chief Compliance Officer).

Steve oversees all components of the firm’s investment advisory function. Roger specializes in helping clients define, articulate and develop their unique Financial Life Plan.

Learn more about Steve Wachs and Roger Shake.

To listen to the interview, tune into KAAM – AM 770 at 1:30 pm CDT. Visit to listen live.

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