Joe McGrane is a founder of our firm whose expertise is an especially strong force in our financial planning and administrative process. Mr. McGrane holds a BA in Economics from Loras College and a JD from the University of Iowa. He has more than 35 years of trust and investment management experience.
Supporting Joe with his client relationships is Mary Jovanovich, Senior Client Representative. Mary’s primary role is in client servicing and account support. She has more than 30 years of experience in trust administration and providing outstanding service to clients and their families. Mary joined Legacy just after operations began in 2004, after working for 20 years in the trust department of a regional bank in various capacities. Mary’s conscientious and empathetic personality makes her an easy person to work with and her long-term clients rely on her attention to the needs of their families. Mary can be reached via phone at 920.967.5038.