127 West 6th Street
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:
We also can answer your questions, including:
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.
President | LPL Registered Principal
Vice President | LPL Financial Advisor, CERTIFIED FINANCIAL PLANNER™
Ron joined Legacy Financial 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 a...
Vice President | LPL Financial Advisor
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...
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...
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...
LPL Financial Advisor
Bryce joined Legacy Financial after graduating from Gannon University where he obtained his Bachelor of Business Administration with a specialty in Finance. He is also a graduate of Cathedral Prep. He is Series 7, Series 66, and...
Principal Operations Manager | Notary
Client Services Associate