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
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 Planner
Wealth Planning Group
Providing expertise to analyze, design and implement our clients’ wealth planning objectives.
Phone: (610) 943-3030
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
Executive Assistant
Administrative Services Group
Providing administrative support including work flow organization, travel arrangements and meeting coordination.
Phone: (610) 943-3044
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
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 ensure the proper expertise, 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 expertise to 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
Jane K. Evans
Strategic Advisor
Corporate Services Group
Providing strategic advisement and development with special projects.
Phone: (610) 943-3003
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
Insurance Case Design Specialist
Insurance Planning Group
Providing policy design, analysis, and expertise with a focus on the implementation of client objectives.
Phone: (610) 943-3027
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
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
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, 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.
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
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®
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
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.
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.
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.
Phone: (610) 943-3021
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 expertise 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 expertise to manage the daily service needs of our clients.
Phone: (610) 943-3016
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
Executive Committee
Providing oversight and management of the firm’s financial accounting functions and corporate compliance.
Phone: (610) 943-3014
Prabhnoor Singh
Portfolio Manager
Investment Advisory Services Group
Providing portfolio management support and the expertise needed to fulfill a client’s objectives.
Phone: (610) 943-3024
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.
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
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 expertise to 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
Levi L. Zeller
Insurance Strategist
Insurance Planning Group
Providing the expert knowledge needed to analyze information to implement objectives properly.
Phone: (610) 943-3049