Our
People

Analyzing and researching investment strategies within the context of managing total portfolio solutions for clients.

Phone: (610) 943-3051

Leading​ Legacy’s technology infrastructure including software programming, systems processing and business information management.

Phone: (610) 943-3026

Advisory Services Group

Building the foundation that turns complex financial lives into clear, confident client conversations.

Phone: (610) 943-3052

Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf.

Phone: (610) 943-3050

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

Phone: (610) 943-3008

Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.

Phone: (610) 943-3017

Supporting the financial areas within our firm related to accounting, analysis and business information.

Phone: (610) 943-3022

Supporting Legacy’s technology infrastructure and the system’s users while responsible for analyzing and evaluating technology issues

Phone: (610) 943-3040

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

Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf.

Phone: (610) 943-3012

Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.

Phone: (610) 943-3048

Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf.

Phone: (610) 943-3039

Providing support and expertise to manage the daily service needs of our clients.

Phone: (610) 943-3044

Supporting and implementing the service needs of our clients on a daily basis.

Phone: (610) 943-3011

Facilitating operational excellence by aligning internal resources, processes, and technologies to create an exceptional experience for both clients and team members, supporting Legacy’s mission and growth.

Phone: (610) 943-3034

Supporting and implementing the service needs of our clients on a daily basis.

Phone: (610) 943-3038

Providing the experience needed to help fulfill investment management and strategic wealth planning objectives.

Phone: (610) 943-3028

Providing oversight and management of the firm’s recruiting, hiring, and onboarding processes of new personnel.

Phone: (610) 943-3036

Supporting specific areas within Legacy including underwriting, business processing and policy analysis.

Phone: (610) 943-3025

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

Providing daily operational assistance and overseeing all office administrative duties.

Phone: (610) 943-3013

Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.

Phone: (610) 943-3018

Providing plan experience and long-term vision for retirement plans sponsored by our clients.

Phone: (610) 943-3031

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

Phone: (610) 943-3045

Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf.

Phone: (610) 943-3047

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

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

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

Phone: (610) 943-3042

Providing support and experience to manage the daily service needs of our clients.

Phone: (610) 943-3016

Providing the experience and knowledge needed to analyze information to implement objectives properly.

Phone: (610) 943-3009

Providing oversight and management of the firm’s financial accounting functions and corporate compliance.

Phone: (610) 943-3014

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

Investment Advisory Services Group

Analyzing and researching investment strategies within the context of managing total portfolio solutions for clients.

Phone: (610) 943-3041

Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.

Phone: (610) 943-3024

Analyzing and researching investment strategies within the context of managing total portfolio solutions for clients.

Phone: (610) 943-3019

Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf.

Phone: (610) 943-3037

Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.

Phone: (610) 943-3053

Providing support in portfolio implementation, rebalancing, portfolio monitoring, trading, and maintaining asset allocation.

Phone: (610) 943-3035