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.
Ron Ahluwalia, CFA®, FRM®, 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) 943-3051
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
Wealth Analyst
Wealth Planning Group
Providing experience to help analyze, design and implement our clients’ wealth planning objectives.
Phone: (610) 943-3030
Ryan D. Becker
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) 943-3050
Shannon R. Bonner
Client Coordinator
Advisory Services Group
Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.
Phone: (610) 943-3017
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
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
Client Advisor/Director of Advisory Services
Executive Committee
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 help ensure the proper experience, operational support, and systems are in place to best serve our clients.
Phone: (610) 943-3032
Clayton R. Ebling
Wealth Planner
Wealth Planning Group
Providing experience to help analyze, design and implement our clients’ wealth planning objectives.
Phone: (610) 943-3005
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
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®
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, CLU®
Insurance Case Design Specialist
Insurance Planning Group
Providing policy design, analysis, and experience with a focus on the implementation of client objectives.
Phone: (610) 943-3027
Josef L. Grim
Investment Operations Associate
Investment Operations Group
Supporting and implementing the service needs of our clients on a daily basis.
Phone: (610) 943-3011
David J. Habich, 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) 943-3052
Kelly M. Hansen
Client Coordinator
Advisory Services Group
Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.
Phone: (610) 943-3034
Laura D. Hennessy
Senior Investment Operations Associate
Investment Operations Group
Providing support and expertise to manage the daily service needs of our clients.
Phone: (610) 943-3033
Luke D. Henry
Investment Operations Associate
Investment Operations Group
Supporting and implementing the service needs of our clients on a daily basis.
Phone: (610) 943-3038
T. Richard Holt, CFA®
Chief Investment Strategist
Investment Advisory Services Group
Providing the experience needed to help fulfill investment management and strategic wealth planning objectives.
Phone: (610) 943-3028
Mary A. Huntowski, SHRM-CP
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
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
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®
Client Advisor
Executive Committee
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf. CA Insurance License #0D32960
Phone: (610) 943-3006
Victoria L. Livezey
Corporate Administrative Assistant
Administrative Services Group
Providing daily operational assistance and overseeing all office administrative duties.
Phone: (610) 943-3013
Maureen M. Mastropietro
Insurance Coordinator
Insurance Planning Group
Managing all aspects of an insurance plan internally and externally making sure everything is completed to satisfaction.
Phone: (610) 943-3001
Nicole Mehan
Client Coordinator
Advisory Services Group
Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.
Phone: (610) 943-3018
Steven P. Mignogna, CFP®, AIF®
Retirement Plan Services Advisor
Retirement Plan Services Group
Providing plan experience and long-term vision for retirement plans sponsored by our clients.
Phone: (610) 943-3031
Vincent A. Panvini, Jr.
Client Advisor
Executive Committee
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf. CA Insurance License #4030950
Phone: (610) 943-3020
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
Client Advisor
Executive Committee
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf. CA Insurance License #0C47594
Phone: (610) 943-3004
Theodore P. Piotrowicz, CFA®
Client Advisor
Executive Committee
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf. CA Insurance License #4173669
Phone: (610) 943-3021
Matthew J. Quinn
Client Coordinator
Advisory Services Group
Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.
Phone: (610) 943-3054
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
Wealth Planner
Wealth Planning Group
Providing experience to analyze, design and implement our clients’ wealth planning objectives.
Phone: (610) 943-3042
Michael D. Rocchi
Senior Investment Operations Associate
Investment Operations Group
Providing support and experience to manage the daily service needs of our clients.
Phone: (610) 943-3016
Benjamin K. Rodgers, Esq., AEP®
Legal & Tax Strategist/Wealth Planning Manager
Wealth Planning Group
Providing the experience and knowledge needed to analyze information to implement objectives properly.
Phone: (610) 943-3009
Matthew J. Sgro
Director of Finance/Chief Compliance Officer
Executive Committee
Providing oversight and management of the firm’s financial accounting functions and corporate compliance.
Phone: (610) 943-3014
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®
Client Advisor
Advisory Services Group
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf. CA Insurance License #4173669
Phone: (610) 943-3002
Aaron E. Stolpen, CFA®, Esq.
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) 943-3041
Kelly J. Thomas
Client Coordinator Manager
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®
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®, CFP®
Wealth Planner
Wealth Planning Group
Providing experience to help analyze, design and implement our clients’ wealth planning objectives.
Phone: (610) 943-3037
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
Lori A. Wilson
Client Coordinator
Advisory Services Group
Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.
Phone: (610) 943-3053
Robert F. Wurster
Portfolio Analyst
Investment Advisory Services Group
Providing support in portfolio implementation, rebalancing, portfolio monitoring, trading, and maintaining asset allocation.
Phone: (610) 943-3035