Our Team

Kevin C. Loyd
Wealth Advisor/Retirement Income Specialist

Kevin is the president and owner of Legacy Wealth Advisors, Inc. He is also the President and owner of County Accounting & Tax; a tax and accounting firm who, in 2009, served over 1200 individuals and corporations in the greater St. Louis area. Kevin is a graduate form the University of Missouri – St. Louis. He graduated with designing his own major that he felt would compliment his career as a wealth advisor. He is a Top of the Table member of Million Dollar Round Table, a member of the Financial Planning Association, a member of GAMA International, and a member of the National Association of Independent Financial Advisors (NAIFA). In 2010, Kevin was named by St. Louis Magazine as being a 5 Star Wealth Advisor*. He is a husband to Kelly Loyd and a father to Olivia and Harrison Loyd. Kevin loves spending time with his family and friends. He also enjoys attending Cardinal baseball games and traveling.

William (Bill) A. Glaser
Wealth Advisor

Bill has served in the financial services industry for over 25 years. He began his career in the banking industry and then moved to the capital markets and trust division for a regional bank. He was the Investment Advisor and Vice-President for the regional bank. Later he decided to move his practice from the banking environment to an independent advisor that way he could offer more innovated strategies for clients. Bill specializes in providing pre-retirement and post-retirement planning for individuals and business owners. He has been teaching individuals at major corporations and business owners for the past 20 years on how to properly plan for retirement. He also helps Missouri educators better understand their pensions and the proper strategies to help them retire. Bill has been married to his wife Anne for over 25 years and has a son, Ben. His personal time is spent traveling and enjoying the company of his friends and family. Bill serves on the Missouri Baptist Foundation board and his charitable interests include Missouri Baptist Hospital, West County Community Church, Susan G. Koman Foundation, and the YMCA.

Ryan M. Gray
Wealth Advisor

After joining Legacy Wealth Advisors, Inc. in June of 2008, Ryan has become an outstanding Wealth Advisor. Ryan is instrumental with the day-to-day operations, client relationships, seminar coordination, and appointment scheduling. Ryan received a bachelor’s degree in Finance from the University of Missouri – St. Louis, where he graduated with honors. Ryan is married to his wife, Courtney. He is guided by his faith and became a wealth advisor to help make a difference in people’s lives by serving their needs.

Garret P. Freitag, CFP, ChFC
Wealth Advisor

Garrett is a Certified Financial Planner, Chartered Financial Consultant. He serves as the firm’s case design analyst. President and founder of G-Consulting, Inc., Mr. Freitag and his associates provide the analytical services required in the preparation of complete financial plans used exclusively for the benefit of select client-advisors in service to their respective clientele. Mr. Freitag is a graduate of North Dakota State University with a Bachelor’s degree in Business Administration with a focus on finance. Having personally designed over a thousand business and personal financial plans, Mr. Freitag’s professional experience is the culmination of years of study, practical application, and custom planning. The pairing of select client-advisors’ coordinated financial planning philosophy with G-Consulting, Inc. results in the alignment of a single, cohesive strategy designed to help meet their clientele’s long term objectives.

David S. Glaser, CPA, MBA
Wealth Advisor

With over 30 years of finance and accounting experience, David believes that attention to detail, expertise, and excellence is the key components to financial success. David serves a select number of clients and families as their wealth advisor and is responsible for overseeing the involvement in the Academic Arena (Public Schools and Universities) and subsequent clients.

Prior to joining Legacy Wealth Advisors, Inc., David has served as the Chief Financial Officer and Treasurer of the Rockwood School District, Missouri’s fourth largest district. He was the Associate Superintendent-Finance at Francis Howell School District during the prior five years. Before that time he worked in private industry as a Vice-President at Citicorp and Manager at Price Waterhouse. While serving as the Chief Financial Officer at Rockwood, he oversaw a total budget of over $275 million, an operating budget of over $200 million and payroll for approximately 4,500 employees. David looks forward to assisting school districts, businesses, and individuals with their financial management needs. For his work with Rockwood, David became the first non-legislator to receive the Lewis and Clark Award from the St. Louis Regional Commerce and Growth Association. He chaired the Legislative Affairs Committee of the Association of School Business Officials International, is a past president of the Missouri Association of School Business Officials International (MoASBO), is the past president of the St. Louis Area School Business Officials. He has authorized articles in School Business Affairs, the MoASBO Journal, two chapter of the MoASBO Manual and was selected as the MoASBO Business Official of the Year in 2008.

When not serving his clients and his community, David enjoys reading, high performance driving, and relaxing with his wife and two children.

Jonathan T. Peckron
Wealth Advisor

As a wealth advisor, Jonathan helps his clients and their families achieve their financial goals by utilizing both pre-retirement accumulation and post retirement income producing strategies. With both of his parents retired form the Rockwood School District, Jonathan is committed to helping educators and other professionals retire with a simple straightforward approach that will allow them to enjoy retirement. Prior to joining Legacy Wealth Advisors, Jonathan worked in as a credit manager where he helped clients restructure debt and reduce their interest cost using a variety of strategies. A native of St. Louis, Jonathan attended Marquette High School and then went on to Truman State University on an academic and athletic scholarship where he met his wife Vicki.

David E. Kuntz, ESQ
Trust and Legal Department Administrator

A frequent national seminar leader and lecturer, David Kuntz specializes in working with retirees and addressing their unique needs, such as tax oriented planning techniques and innovative estate preservation strategies. As Administrator of the Trust and Legal Department at Legacy Wealth Advisors, Mr. Kuntz brings over 25 of experience as an attorney to a team of specialty lawyers, handling all areas of financial and estate preservation. A graduate of Carleton College and Washington University School of Law, Mr. Kuntz is licensed to practice before the State Courts, and the United States Court of Appeals. He is also licensed by Insurance and Security Departments of the State of Missouri and is an Investment Advisor Representative with National Planning Corporation, member Financial Industry Regulatory Authority (FINRA), formerly known as the National Association of Securities Dealers (NASD). Mr. Kuntz is married with two children.

Jim G. Blasé, JD, CPA**
Legal and Estate Attorney

Jim’s passion is providing the finest quality estate and tax planning legal services at competitive rates.
Jim was a Partner and chair of the Trusts and Estates department for Armstrong Teasdale Law Firm and Associate and partner in the Estate Planning and Administration department for Thompson Colburn Law Firm. An estate planning author, Jim’s works has been published in many publications including, Journal of Financial Planning, The Journal of the Missouri Bar, Estate Planning, Taxes -- the Tax Magazine, and Estate Planning Deskbook. Jim received his BSBA for John Carroll University, his JD from Notre Dame Law School, and his LLM in taxation from New York University. Jim also currently serves as an Adjunct Professor of Estate Planning, St. Louis University School of Law. When not serving his clients or community, Jim enjoys Notre Dame Football, attending Cardinals games, golfing and relaxing with his wife and four children.

Joshua Reed**
Mortgage Specialist

With over 10 years in the mortgage industry, Josh believes that protecting your financial future is a key to your financial success. As an independent mortgage broker with his firm, Josh is able to review existing debt structures and make comparisons across a number of lenders to make sure our clients obtain competitive rates. When not serving his clients or his community, Josh enjoys attending Cardinals games and relaxing with his wife and three children.

Mathew E. Ference**
Property & Casualty Insurance Specialist

Matt serves as Legacy Wealth Advisors, Inc. partner in helping individuals with their personal lines of insurance. He believes that personal insurance coverage like; home and auto policies are very important to your personal financial plan. Matt’s expertise includes homeowner, automobile, personal liability umbrella, jewelry and other personal insurance coverage for individual clients. He has relationships with several leading national insurance carriers that provide clients with competitive pricing and excellent coverage. Matt has a BS from Purdue University’s Krannert School of Management and his is also a CPA. Prior to his career in the insurance field, he spent several years with Big 5 accounting firms in St. Louis. Matt lives in Wildwood with his wife and three children. He is very active in a variety of community activities including coaching youth sports.

*Award is based on client survey conducted by an independent third party. The opinions of those who responded to the survey may not be representative of the experience of other respondents. The Five Star award is based on not based on investment performance nor is it and indication of future performance. Respondents were not paid to participate in this survey.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities licensed associates of Legacy Wealth Advisors, are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser, Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation will not be made absent to compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Mortgage, accounting and tax preparation, and legal services are offered through unrelated, third party companies. Legacy Wealth Advisors and NPC are separate and unrelated companies.

Legacy Wealth Advisors has been recognized as a FIVE STAR: Best in Client Satisfaction^SM Wealth Manager based on a client survey conducted by an independent third party. The opinions of those who responded to the survey may not be representative of the experience of other respondents. The Five Star award is not based on investment performance nor is it an indication of future performance. Respondents were not paid to participate in this survey.

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