Our People - Legacy-Advisors

Our
People

Meet
Our Team

Our team of professionals is the backbone of Legacy Advisors. We work tirelessly to provide the best service for our clients. Our team stands by our core values. We will go the extra mile to exceed the expectations our clients deserve. At Legacy Advisors, you will be treated like family.

Ronald G. Albahary, CFA®

Ronald G. Albahary, CFA®

Chief Executive Officer

Executive Committee

Leading the overall business strategy and managing the firm’s core functions: client service, investments, insurance, wealth planning, compliance, technology, operations and marketing.

Phone: (610) 943-3024

Jared B. Allen

Jared B. Allen

Insurance Analyst

Insurance Planning Group

Providing policy analysis support and expertise to properly implement client objectives.

Phone: (610) 943-3027

Christine Y. Babiak

Christine Y. Babiak

Executive Assistant

Administrative Services Group

Providing administrative support including work flow organization, travel arrangements and meeting coordination.

Phone: (610) 943-3045

James C. Baird

James C. Baird

Technology Strategist

Administrative Services Group

Supporting Legacy’s technology infrastructure including software programming, systems processing and business information management.

Phone: (610) 943-3026

John R. Bernstein

John R. Bernstein

Service Team Associate

Service Team

Supporting and implementing the service needs of our clients on a daily basis.

Phone: (610) 943-3050

Patricia A. Bevan

Patricia A. Bevan

Executive Assistant

Administrative Services Group

Providing administrative support including work flow organization, travel arrangements and meeting coordination.

Phone: (610) 943-3044

Jason T. Braun

Jason T. Braun

Controller

Administrative Services Group

Supporting specific areas within Legacy including accounting, financial analysis, business information management and compliance.

Phone: (610) 943-3022

Caroyln B. Campbell

Caroyln B. Campbell

Wealth Planning Associate

Wealth Planning Group

Providing ongoing analysis and support of our clients’ legal & tax and wealth planning needs.

Phone: (610) 943-3030

Clayton R. Ebling

Clayton R. Ebling

Wealth Planner

Wealth Planning Group

Providing expertise to analyze, design and implement our clients’ wealth planning objectives.

Phone: (610) 943-3005

Jane K. Evans

Jane K. Evans

Chief Operating Officer

Executive Committee

Providing the development and management of day-to-day operations, human resource functions, accounting, technology and administrative support.

Phone: (610) 943-3003

Tracy L. Fauls

Tracy L. Fauls

Human Capital Manager

Administrative Services Group

Supporting specific areas within Legacy including workflow, compliance, technology development and human resources.

Phone: (610) 943-3041

David J. Hill, CFA®

David J. Hill, CFA®

Client Advisor

Client Advisory Services

Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf.

Phone: (610) 943-3018

Ryan T. Hogg

Ryan T. Hogg

Portfolio Manager

Investment Strategy & Management Group

Providing portfolio management support and the expertise needed to fulfill a client’s objectives.

Phone: (610) 943-3043

T. Richard Holt, CFA®

T. Richard Holt, CFA®

Chief Investment Strategist

Investment Strategy & Management Group

Providing the expertise needed to fulfill investment management and strategic wealth planning objectives.

Phone: (610) 943-3028

Janine M. Klein

Janine M. Klein

Product and Underwriting Analyst

Insurance Planning Group

Supporting specific areas within Legacy including underwriting, business processing and policy analysis.

Phone: (610) 943-3025

John E. Krol, CFP®

John E. Krol, CFP®

Senior Client Advisor

Executive Committee

Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf.

Phone: (610) 943-3006

Maureen M. Mastropietro

Maureen M. Mastropietro

Client Coordinator

Client Advisory Services

Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.

Phone: (610) 943-3001

James W. McCallister

James W. McCallister

Chief Compliance Officer/Service Team Supervisor

Service Team

Providing support and expertise to manage the daily service needs of our clients.

Phone: (610) 943-3016

Patrick J. McDermott, CFA®, CFP®

Patrick J. McDermott, CFA®, CFP®

Portfolio Manager

Investment Strategy & Management Group

Providing portfolio management support and the expertise needed to fulfill a client’s objectives.

Phone: (610) 943-3017

Lori A. McKiernan

Lori A. McKiernan

Client Coordinator

Client Advisory Services

Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.

Phone: (610) 943-3046

Steven P. Mignogna, CFP®, AIF®

Steven P. Mignogna, CFP®, AIF®

Retirement Plan Services Advisor

Retirement Plan Services Group

Providing plan expertise and long-term vision for retirement plans sponsored by our clients.

Phone: (610) 943-3031

Jean M. Natale

Jean M. Natale

Service Team Associate

Service Team

Supporting and implementing the service needs of our clients on a daily basis.

Phone: (610) 943-3048

Vincent A. Panvini, Jr.

Vincent A. Panvini, Jr.

Senior Client Advisor

Executive Committee

Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf.

Phone: (610) 943-3020

Kevin M. Piotrowicz, CFA®

Kevin M. Piotrowicz, CFA®

Client Advisor

Client Advisory Services

Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf.

Phone: (610) 943-3047

Michael T. Piotrowicz

Michael T. Piotrowicz

Senior Client Advisor

Executive Committee

Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf.

Phone: (610) 943-3004

Theodore P. Piotrowicz, CFA®

Theodore P. Piotrowicz, CFA®

Senior Client Advisor

Executive Committee

Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf.

Phone: (610) 943-3021

Ryan J. Rabinowitz

Ryan J. Rabinowitz

Client Advisor

Client Advisory Services

Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf.

Phone: (610) 943-3029

Thomas F. Riley

Thomas F. Riley

Wealth Planner

Wealth Planning Group

Providing expertise to analyze, design and implement our clients’ wealth planning objectives.

Phone: (610) 943-3042

Benjamin K. Rodgers, Esq.

Benjamin K. Rodgers, Esq.

Legal & Tax Strategist/Wealth Planning Manager

Wealth Planning Group

Providing the expert knowledge needed to analyze information to implement objectives properly.

Phone: (610) 943-3009

Mary Lou Spittle

Mary Lou Spittle

Executive Assistant

Administrative Services Group

Providing administrative support including work flow organization, travel arrangements and meeting coordination.

Phone: (610) 943-3008

John M. Steigerwald, CFP®

John M. Steigerwald, CFP®

Client Advisor

Client Advisory Services

Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf.

Phone: (610) 943-3002

Kelly J. Thomas

Kelly J. Thomas

Client Coordinator

Client Advisory Services

Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.

Phone: (610) 943-3023

Jared A. Uribe-Sullivan, CFP®

Jared A. Uribe-Sullivan, CFP®

Investment Analyst/Associate Portfolio Manager

Investment Strategy & Management Group

Analyzing and researching investment strategies within the context of managing total portfolio solutions for clients.

Phone: (610) 943-3019

Jean N. White

Jean N. White

Service Team Associate

Service Team

Supporting and implementing the service needs of our clients on a daily basis.

Phone: (610) 943-3007

Levi L. Zeller

Levi L. Zeller

Insurance Strategist

Insurance Planning Group

Providing the expert knowledge needed to analyze information to implement objectives properly.

Phone: (610) 943-3049