Meet the 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.

Ronald Vinyard, MBA, CFP®, ChFC®, CRPS®, WMCP®

Ronald K. Vinyard, MBA, CFP®, ChFC®, CRPS®, WMCP®

President | LPL Registered Principal, CERTIFIED FINANCIAL PLANNER™

814.833.3360

814.833.5989

ronald.vinyard@lpl.com

Ron brings disciplined leadership and a strong sense of service to Legacy Financial, shaped by a distinguished career in the U.S. Army. His commitment to integrity, dedication, and purposeful impact now defines his approach to guiding...

Mary K. Fiorenzo

Executive Vice President | LPL Registered Principal

814.833.3360

814.833.5989

mary.fiorenzo@lpl.com

Gregory D. Dufala

Executive Vice President | LPL Financial Advisor

814.833.3360

814.833.5989

greg.dufala@lpl.com

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...

Julie Vavra Daley, RICP®, CPFA®

LPL Financial Advisor

740.296.5066

julie.daley@lpl.com

With over 15 years of experience in the investment and insurance industries, Julie serves as a financial advisor at Legacy Financial Consulting Services. Before joining Legacy Julie spent several years at Commonwealth Financial...

Laurie A. Warren

Operations Manager / Notary

814.833.3360

814.833.5989

laurie.warren@lpl.com

Laurie joined Legacy Financial in 2014 as a Client Services Associate, bringing with her a strong foundation in customer service and operational support. Over the years, her commitment to excellence, attention to detail, and...