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.
Jared B. Allen
Insurance Analyst
Insurance Planning Group
Providing policy analysis support and expertise to properly implement client objectives.
Phone: (610) 943-3027
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
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
Executive Assistant
Administrative Services Group
Providing administrative support including work flow organization, travel arrangements and meeting coordination.
Phone: (610) 943-3044
Jason T. Braun
Controller
Administrative Services Group
Supporting the financial areas within our firm related to accounting, analysis and business information.
Phone: (610) 943-3022
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
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®
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) 943-3012
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
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®
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
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
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®
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
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
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®
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
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®
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
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.
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®
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
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®
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
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
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.
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
Director of Finance/Chief Compliance Officer
Administrative Services Group
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
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
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®
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
Service Team Associate
Service Team
Supporting and implementing the service needs of our clients on a daily basis.
Phone: (610) 943-3007
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
Insurance Strategist
Insurance Planning Group
Providing the expert knowledge needed to analyze information to implement objectives properly.
Phone: (610) 943-3049