Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Mary K. Fiorenzo

President | LPL Registered Principal

814.833.3360

814.833.5989

Anne Jane Kulhanek

Vice President | Registered Representative, LPL Financial

814.833.3360

814.833.5989

AJ began her career in the financial industry in 1997. She has always strived to be recognized as a financial advisor who develops long lasting relationships with her clients. AJ leverages her knowledge of portfolio management...

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David L. Costa, CFP®

Vice President | Registered Representative, LPL Financial

814.833.3360

814.833.5989

Dave began his career in the financial services industry over 30 years ago. He achieved a CERTIFIED FINANCIAL PLANNER™ designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a member of the Erie Estate...

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Gregory D. Dufala

Vice President | Registered Representative, LPL Financial

814.833.3360

814.833.5989

Greg’s experience in the financial services industry includes previous employment at UBS Financial Services, and most recently at PNC Investments. While at UBS, he was a top performer in his Financial Advisor Trainee class, attaining...

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James E. Zbach, CRPC®

Vice President | Registered Representative, LPL Financial Advisor & Retirement Plan Specialist

814.833.3360

814.833.5989

Jim currently serves as a financial advisor for small business owners, individuals, and families, providing fee-based investment management, retirement planning, 401(k) lump-sum rollovers, lifetime income solutions, and life insurance...

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James W. Weinheimer

Vice President | Registered Representative, LPL Financial Advisor

814.833.3360

814.833.5989

Lisa M. Fiorenzo

Principal Operations Manager | Notary

814.833.3360

814.833.5989

Lisa Fiorenzo joined Legacy Financial in May of 2003, and has been instrumental in positioning Legacy Financial as a compliant approved efficiently operated at this branch location of LPL Financial. She acts in an administrative...

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Ronald Vinyard, MBA

Registered Representative, LPL Financial Advisor

814-833-3360

814-833-5989

Ron joined Legacy Financial in 2019, after serving for 14 years in the U.S. Army as an Infantry and later Acquisition Officer. He brings with him a sense of service, dedication, and commitment to his work and his clients. Ron serves as...

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