A  -  B  -  C  -  D  -  E  -  F  -  G  -  H  -  I  -  J  -  K  -  L  -  M  -  N  -  O  -  P  -  Q  -  R  -  S  -  T  -  U  -  V  -  W  -  X  -  Y  -  Z
CHRISTINE Y. BABIAK
Executive Assistant
Providing administrative support including work flow organization, travel arrangements and meeting coordination.
Phone: (610) 943-3045
cbabiak@legacyadvice.com
Download contact information  
baird.jpg
JAMES C. BAIRD
Technology Support Specialist
Supporting Legacy's technology infrastructure including software programming, systems processing and business information management.
Phone: (610) 943-3026
jbaird@legacyadvice.com
Download contact information  
bevan.jpg
PATRICIA A. BEVAN
Executive Assistant
Providing administrative support including work flow organization, travel arrangements and meeting coordination.
Phone: (610) 943-3044
pbevan@legacyadvice.com
Download contact information  
braun.jpg
JASON T. BRAUN
Accounting Supervisor/Chief Compliance Officer
Supporting specific areas within Legacy including accounting, financial analysis, business information management and compliance.
Phone: (610) 943-3022
jbraun@legacyadvice.com
Download contact information  
CAROLYN B. CAMPBELL
Legal and Tax Coordinator
Providing support and ongoing coordination for our clients' Legal & Tax planning needs.
Phone: (610) 943-3030
ccampbell@legacyadvice.com
Download contact information  
FRANK G. DEVONE
Product Analyst
Providing policy analysis support and expertise to properly implement client objectives.
Phone: (610) 943-3027
fdevone@legacyadvice.com
Download contact information  
ebling.jpg
CLAYTON R. EBLING  
Client Advisor
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Phone: (610) 943-3005
cebling@legacyadvice.com
Download contact information
evans.jpg
JANE K. EVANS
Director of Operations
Providing the development and management of day-to-day operations, human resource functions, accounting, technology and administrative support.
Phone: (610) 943-3003
jevans@legacyadvice.com
Download contact information  
fauls.jpg
TRACY L. FAULS
Operations Supervisor
Supporting specific areas within Legacy including workflow, compliance, technology development and human resources.
Phone: (610) 943-3041
tfauls@legacyadvice.com
Download contact information  
RYAN T. HOGG  
Portfolio Manager
Providing portfolio management support and the expertise needed to fulfill a client's objectives.
Phone: (610) 943-3043
rhogg@legacyadvice.com
Download contact information  
holt.jpg
T. RICHARD HOLT, CFA®  
Chief Investment Strategist
Providing the expertise needed to fulfill investment management and strategic wealth planning objectives.
Phone: (610) 943-3028
rholt@legacyadvice.com
Download contact information  
JANINE M. KLEIN
Product and Underwriting Analyst
Supporting specific areas within Legacy including underwriting, business processing and policy analysis.
Phone: (610) 943-3025
jklein@legacyadvice.com
Download contact information  
krol.jpg
JOHN E. KROL, CFP®  
Senior Client Advisor
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Phone: (610) 943-3006
jkrol@legacyadvice.com
Download contact information  
luchko.jpg
STEPHEN M. LUCHKO  
Senior Research Analyst
Providing the expert knowledge with respect to researching and analyzing Legacy’s investment management strategies.
Phone: (610) 943-3019
sluchko@legacyadvice.com
Download contact information  
mastropietro.jpg
MAUREEN M. MASTROPIETRO
Client Coordinator
Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.
Phone: (610) 943-3001
mmastropietro@legacyadvice.com
Download contact information
PATRICK J. MCDERMOTT, CFA®, CFP®  
Portfolio Manager
Providing portfolio management support and the expertise needed to fulfill a client's objectives.
Phone: (610) 943-3017
pmcdermott@legacyadvice.com
Download contact information  
mckiernan.jpg
LORI A. MCKIERNAN
Client Coordinator
Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.
Phone: (610) 943-3046
lmckiernan@legacyadvice.com
Download contact information  
MEGAN M. MCKINNEY
Marketing & Communications Manager
Managing the strategy and execution of Legacy’s marketing plan, communication efforts and event organization.
Phone: (610) 943-3047
mmckinney@legacyadvice.com
Download contact information  
mignogna.jpg
STEVEN P. MIGNOGNA, CFP®, AIF®  
Retirement Plan Services Advisor
Providing plan expertise and long-term vision for retirement plans sponsored by our clients.
Phone: (610) 943-3031
smignogna@legacyadvice.com
Download contact information  
JEAN M. NATALE
Client Coordinator
Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.
Phone: (610) 943-3048
jnatale@legacyadvice.com
Download contact information  
panvini.jpg
VINCENT A. PANVINI, JR.  
Senior Client Advisor
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Phone: (610) 943-3020
vpanvini@legacyadvice.com
Download contact information  
piotrowiczm.jpg
MICHAEL T. PIOTROWICZ  
President and Senior Client Advisor
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Phone: (610) 943-3004
mpiotrowicz@legacyadvice.com
Download contact information  
piotrowiczt.jpg
THEODORE P. PIOTROWICZ, CFA®  
Client Advisor
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Phone: (610) 943-3021
tpiotrowicz@legacyadvice.com
Download contact information  
RYAN J. RABINOWITZ  
Client Advisor
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Phone: (610) 943-3029
rrabinowitz@legacyadvice.com
Download contact information  
riley.jpg
THOMAS F. RILEY  
Client Advisor
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Phone: (610) 943-3042
triley@legacyadvice.com
Download contact information  
rodgers.jpg
BENJAMIN K. RODGERS, J.D.
Legal & Tax Strategist
Providing the expert knowledge needed to analyze information to implement objectives properly.
Phone: (610) 943-3009
brodgers@legacyadvice.com
Download contact information  
spittle.jpg
MARY LOU SPITTLE
Executive Assistant
Providing administrative support including work flow organization, travel arrangements and meeting coordination.
Phone: (610) 943-3008
mspittle@legacyadvice.com
Download contact information
steigerwald.jpg
JOHN M. STEIGERWALD, CFP®  
Client Advisor
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Phone: (610) 943-3002
jsteigerwald@legacyadvice.com
Download contact information  
SEAN E. TEESDALE, CFA®  
Client Advisor
Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Phone: (610) 943-3039
steesdale@legacyadvice.com
Download contact information  
thomas.jpg
KELLY J. THOMAS
Client Coordinator
Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction.
Phone: (610) 943-3023
kthomas@legacyadvice.com
Download contact information
white.jpg
JEAN N. WHITE
Administrative Assistant
Supporting the Legacy team internally, handling the details day to day.
Phone: (610) 943-3007
jwhite@legacyadvice.com
Download contact information
LEVI L. ZELLER  
Insurance Strategist
Providing the expert knowledge needed to analyze information to implement objectives properly.
Phone: (610) 943-3049
lzeller@legacyadvice.com
Download contact information

Registered representative offering securities through M Holdings Securities, Inc, a registered broker/dealer member FINRA/SIPC.
Investment Advisory Services offered through Legacy Advisors, LLC, which is independently owned and operated.