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 Analyst

Wealth Planning Group

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

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

Shannon R. Bonner

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

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

Roseann DeLuca

Roseann DeLuca

Executive Assistant

Administrative Services Group

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

Phone: (610) 943-3045

Patrick R. Devlin

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

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®

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

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 experience with a focus on the implementation of client objectives.

Phone: (610) 943-3027

Josef L. Grim

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

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

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

T. Richard Holt, CFA®

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

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

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®

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

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

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

Steven P. Mignogna, CFP®, AIF®

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.

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®

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

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®

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

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 experience 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 experience to manage the daily service needs of our clients.

Phone: (610) 943-3016

Benjamin K. Rodgers, Esq., AEP®

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

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

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. CA Insurance License #4173669 

Phone: (610) 943-3002

Aaron E. Stolpen, CFA®, Esq.

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

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®

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®

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

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