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

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

Brian J. Henrysen, Jr., 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) 943-3018

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

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

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®
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) 943-3000

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) 943-3000

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

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
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®
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
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
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