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.

James C. Baird

James C. Baird

Technology Strategist

Corporate Services Group

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

Phone: (610) 943-3026

Carolyn O. Bastian

Carolyn O. Bastian

Wealth Planning Associate

Wealth Planning Group

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

Phone: (610) 943-3030

Ryan D. Becker

Ryan D. Becker

Investment Operations Associate

Investment Operations Group

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

Shannon R. Bonner

Shannon R. Bonner

Corporate Coordinator

Corporate Services Group

Providing administrative support to Legacy’s senior leadership team to help execute ongoing strategic initiatives of the firm.

Phone: (610) 943-3017

Jason T. Braun

Jason T. Braun

Controller

Corporate Services Group

Supporting the financial areas within our firm related to accounting, analysis and business information.

Phone: (610) 943-3022

Lima A. Bushra

Lima A. Bushra

IT Support Specialist

Corporate Services Group

Supporting Legacy’s technology infrastructure and the system’s users while responsible for analyzing and evaluating technology issues

Phone: (610) 943-3040

Patrick R. Devlin

Patrick R. Devlin

Client Advisor/Director of Advisory Services

Advisory Services Group

Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf, while also supporting the Advisory Services Groups to ensure the proper expertise, operational support, and systems are in place to best serve our clients.

Phone: (610) 943-3032

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

J. Keegan Einspanier, CFP®

J. Keegan Einspanier, CFP®

Client Advisor

Advisory Services Group

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

Phone: (610) 943-3012

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

Jean M. Evans

Jean M. Evans

Client Coordinator

Advisory Services Group

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

Phone: (610) 943-3048

Joseph T. Fabrizio, CFP®

Joseph T. Fabrizio, CFP®

Client Advisor

Advisory Services Group

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

Phone: (610) 943-3039

Charles T. Faulkner

Charles T. Faulkner

Insurance Case Design Specialist

Insurance Planning Group

Providing policy design, analysis, and expertise with a focus on the implementation of client objectives.

Phone: (610) 943-3000

T. Richard Holt, CFA®

T. Richard Holt, CFA®

Chief Investment Strategist

Investment Advisory Services Group

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

Phone: (610) 943-3028

Mary A. Huntowski

Mary A. Huntowski

Human Resources Coordinator

Corporate Services Group

Providing oversight and management of the firm’s recruiting, hiring, and onboarding processes of new personnel.

Phone: (610) 943-3036

Daniel J. Keller

Daniel J. Keller

Client Coordinator

Advisory Services Group

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

Phone: (610) 943-3043

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

Advisory Services Group

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

Phone: (610) 943-3001

Lori A. McKiernan

Lori A. McKiernan

Client Coordinator

Advisory Services Group

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

Kevin A. Newbert

Kevin A. Newbert

Associate Client Advisor

Advisory Services Group

Supporting Legacy’s advisory services group to help maintain client relationships and work to achieve their long-term goals.

Phone: (610) 943-3035

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

Khurram Peters

Khurram Peters

Investment Operations Associate

Investment Operations Group

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

Phone: (610) 943-3000

Kevin M. Piotrowicz, CFA®

Kevin M. Piotrowicz, CFA®

Client Advisor

Advisory Services Group

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

Advisory Services Group

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

Michael D. Rocchi

Michael D. Rocchi

Senior Investment Operations Associate

Investment Operations Group

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

Phone: (610) 943-3000

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

Matthew J. Sgro

Matthew J. Sgro

Director of Finance/Chief Compliance Officer

Corporate Services Group

Providing oversight and management of the firm’s financial accounting functions and corporate compliance.

Phone: (610) 943-3014

Prabhnoor Singh

Prabhnoor Singh

Portfolio Manager

Investment Advisory Services Group

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

Phone: (610) 943-3000

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

Advisory Services Group

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

Advisory Services Group

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

Phone: (610) 943-3023

Jared A. Uribe-Sullivan, CFA®, CFP®

Jared A. Uribe-Sullivan, CFA®, CFP®

Investment Strategist/Portfolio Manager

Investment Advisory Services Group

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

Phone: (610) 943-3019

Genevieve E. Vicari, CPA

Genevieve E. Vicari, CPA

Wealth Planner

Wealth Planning Group

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

Phone: (610) 943-3000

Jonathan D. Vicari, CFA®, CAIA®

Jonathan D. Vicari, CFA®, CAIA®

Investment Strategist/Portfolio Manager

Investment Advisory Services Group

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

Phone: (610) 943-3038

Jean N. White

Jean N. White

Investment Operations Associate

Investment Operations Group

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

Phone: (610) 943-3007

Christine L. Yelovich

Christine L. Yelovich

Executive Assistant

Administrative Services Group

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

Phone: (610) 943-3045

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