Legacy Planning Partners

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Legacy Planning Partners Employees

Employee
Years
Job
Industry
Drew Maginnis Drew Maginnis Greater Philadelphia Area Details
Drew Maginnis's Legacy Planning Partners Experience January 2008 - June 2012
Job Investment Consultant TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  July 2012 - Present
Strayer University  January 2013 - Present
University of Phoenix  June 2011 - Present
Malvern Preparatory School  May 2014 - Present
Legacy Planning Partners   January 2008 - June 2012
Sprinturf  January 2006 - November 2007
Ryan Homes  April 2005 - January 2006
Villanova University  January 1995 - 2005

Skills
Retirement Planning, Financial Services, Series 7, Finance, Account Management, Securities, Sales Management, Investments, Small Business, Marketing, Financial Analysis, Sales, Real Estate, Wealth Management, New Business Development, Cold Calling

Education
Villanova University   2003 — 2005
Masters of Business Administration, Masters of Business

La Salle University   1987 — 1991
BS Business Management, Marketing

Chris Benfer Chris Benfer Greater Philadelphia Area Details
Chris Benfer's Legacy Planning Partners Experience March 2004 - October 2012
Job Blue Rock Financial Group
Industry Financial Services
Experience
Blue Rock Financial Group   October 2012 - Present
Legacy Planning Partners   March 2004 - October 2012
New England Financial  June 1994 - January 2004

Education
Bucknell University   1984 — 1989
BA, Economics

Wilmington Friends School

Connor McCaffrey Connor McCaffrey Norman, Oklahoma Details
Connor McCaffrey's Legacy Planning Partners Experience February 2014 - April 2014
Job
Industry Financial Services
Experience
Bethesda Inc.   December 2012 - Present
Legacy Planning Partners   February 2014 - April 2014
Golf USA  June 2011 - June 2013
Immuno-Mycologics, Inc.   July 2012 - May 2013
The Trails Golf Club   July 2007 - August 2010

Skills
Microsoft Office, Social Media, Microsoft Excel, New Business Development, Customer Service, PowerPoint, Public Speaking, Event Planning, Microsoft Word, Social Networking, Product Development, Business Development, Leadership, Public Relations, Fundraising, Research, Business Strategy, Project Management, Leadership Development, Editing, Sales

Education
University of Oklahoma   2009 — 2013
Entrepreneurship/Finance

Josh Belle Josh Belle Greater Philadelphia Area Details
Josh Belle's Legacy Planning Partners Experience August 2007 - December 2007
Job Auditor at KPMG
Industry Financial Services
Experience
KPMG  September 2015 - Present
KPMG  December 2013 - September 2015
PHH Corporation  April 2013 - December 2013
Auburn University  August 2011 - December 2012
McFadden's at Citizens Bank Park  January 2004 - July 2012
BNY Mellon  July 2010 - April 2011
BNY Mellon  April 2008 - July 2010
Legacy Planning Partners   August 2007 - December 2007

Skills
Statistics, Research, SPSS, Data Analysis, R, Microsoft Office, PowerPoint, Teaching, Higher Education, Stata, Microsoft Excel

Education
Auburn University   2011 — 2012
Master of Science (M.S.), Applied Economics

West Chester University   2004 — 2007
B.S, Finance

Chris Aguirre Chris Aguirre Greater Philadelphia Area Details
Chris Aguirre's Legacy Planning Partners Experience November 2009 - September 2011
Job PRIME Regional Specialist
Industry Financial Services
Experience
Pacific Life Insurance Company  September 2013 - Present
Lincoln Investment Planning  September 2011 - September 2013
Legacy Planning Partners   November 2009 - September 2011
Insurance Opportunities   2008 - 2009
Coventry First, LLC  February 2003 - January 2008
Lincoln Financial Group  2000 - 2003

Education
Hamilton College
Economics

Saint Joseph's University
B.S., Finance

Charles Kedra, CFP®, AIF® Charles Kedra, CFP®, AIF® Greater Philadelphia Area Details
Charles Kedra, CFP®, AIF®'s Legacy Planning Partners Experience March 2004 - Present
Job Senior Partner at Legacy Planning Partner
Industry Financial Services
Experience
Legacy Planning Partners   March 2004 - Present
New England Financial  June 1992 - March 2004
JPMorgan  April 1989 - June 1992
Arthur Andersen & Co.   January 1986 - April 1989

Skills
Financial Advisory, Business Succession..., Tax Management, Qualified Retirement..., Business Process...

Education
Penn State University   1992 — 1995
MBA, Management & Business Administration

University of Scranton   1982 — 1986
Bachelor of Science, Accounting

Joseph Connell Joseph Connell Bethlehem, Pennsylvania Details
Joseph Connell's Legacy Planning Partners Experience January 2015 - Present
Job Associate Financial Advisor at Legacy Planning Partners
Industry Financial Services
Experience
Legacy Planning Partners   January 2015 - Present
Legacy Planning Partners   June 2014 - December 2014
Legacy Planning Partners   August 2013 - June 2014

Skills
Finance, Time Management, Financial Planning, Investments, Estate Planning, Teamwork, Financial Services, Securities, Analysis, Retirement Planning

Education
Moravian College   2010 — 2014
Bachelor of Arts (B.A.), Accounting

Bethlehem Catholic High School   2006 — 2010

Cori Neith Cori Neith Allentown, Pennsylvania Area Details
Cori Neith's Legacy Planning Partners Experience December 2013 - Present
Job Client Relationship Manager
Industry Financial Services
Experience
Legacy Planning Partners   December 2013 - Present
Adams Outdoor Advertising  February 2013 - December 2013
Clear Channel Airports  July 2012 - February 2013
Bonefish Grill  October 2008 - June 2012
Quest Diagnostics  August 2006 - October 2008

Skills
Managed Care, Building Relationships, Customer Service, Marketing Strategy, Advertising, Social Media Marketing, Market Research, Cold Calling, New Business Development, Sales, Sales Presentations, Business Relationship..., Proposal Writing, Lead Generation, Marketing, Social Media, Sales Process, Account Management, Selling, Negotiation, Marketing Communications, Market Planning

Education
DeSales University
Bachelor of Science, Pharmaceutical Marketing

Jeff Hollowniczky Jeff Hollowniczky Greater Philadelphia Area Details
Jeff Hollowniczky's Legacy Planning Partners Experience August 2007 - September 2009
Job Business and Tax Manager at Terra Nova Services, LLC
Industry Financial Services
Experience
Terra Nova Services, LLC   December 2011 - Present
Technology Sales Resource Interactive   December 2009 - December 2011
Legacy Planning Partners   August 2007 - September 2009
Ashbridge Investment Management  October 2000 - May 2007
PricewaterhouseCoopers  June 1998 - October 2000
Morrison Cogen LLC   August 1990 - May 1998

Skills
Strategic Financial..., Investments, Accounting, Strategy, Internal Controls, Financial Modeling, Strategic Planning, Business Strategy

Education
Rutgers, The State University of New Jersey-New Brunswick   1986 — 1990
Bachelor of Science, Accounting

John Pellosie John Pellosie Allentown, Pennsylvania Details
John Pellosie's Legacy Planning Partners Experience May 2014 - Present
Job Student at DeSales University
Industry Financial Services
Experience
Legacy Planning Partners   May 2014 - Present
Wegmans Food Markets  March 2013 - November 2014

Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Sales, Public Speaking, Event Planning, Microsoft Excel, Social Media, Leadership, Research, Time Management, Facebook, Teaching, Strategic Planning

Education
DeSales University   2013 — 2017
Bachelor's Degree, Accounting and Finance, Sophomore

Parkland High School   2009 — 2013

Paige Kowal Paige Kowal Greater Philadelphia Area Details
Paige Kowal's Legacy Planning Partners Experience June 2012 - December 2012
Job Marketing Communications Specialist at Comcast
Industry Marketing and Advertising
Experience
Comcast Cable  March 2015 - Present
Live Nation Entertainment  August 2012 - Present
M  June 2013 - May 2015
Green Roots Business Solutions   January 2013 - May 2013
Dr. Edward Lordan   January 2013 - May 2013
Stella Agency   September 2012 - January 2013
Legacy Planning Partners   June 2012 - December 2012
N.W. Ayer Cup   October 2012 - November 2012
Riverstone  April 2012 - October 2012
Kildare's Irish Pub  May 2011 - May 2012

Skills
Constant Contact, Public Relations, Marketing Communications, Event Management, Advertising, Social Media Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Fundraising, Inventory Management, Marketing Strategy, Team Building, Editing, Leadership

Education
West Chester University of Pennsylvania   2010 — 2013
BA, Communication Studies Major, Media & PR Concentration, Studio Art Minor

Drexel University   2009 — 2010
BA, Communications

Camp Hill High School   2007 — 2009

El Segundo High School   2005 — 2007

Jennifer Hodson Jennifer Hodson Greater Philadelphia Area Details
Jennifer Hodson's Legacy Planning Partners Experience March 2013 - Present
Job Financial Advisor at Legacy Planning Partners
Industry Financial Services
Experience
Legacy Planning Partners   March 2013 - Present
Legacy Planning Partners   June 2008 - Present
Wachovia Securities, LLC  1995 - 2003

Education
Messiah College   1988 — 1992
BS, Economics

Kent Hickey, CFP® Kent Hickey, CFP® Allentown, Pennsylvania Area Details
Kent Hickey, CFP®'s Legacy Planning Partners Experience March 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Legacy Planning Partners   March 2010 - Present
Kutztown University  August 2010 - January 2011
Journey Financial Advisors, Inc.   June 2000 - February 2010
Balliett Financial Services & Trust   December 1998 - June 2000
M-I Drilling Fluids  1996 - 1998
BNSF  1992 - 1996

Skills
Strategic Planning, Investments, Retirement Planning, Financial Advisory, Estate Planning, Management, Small Business, Wealth Management, Financial Services, Business Planning, Securities, Strategic Financial..., Insurance, Employee Benefits, Entrepreneurship, Finance, Financial Planning, Financial Planners, Retirement, Series 7, Mutual Funds, Personal Finance, Investment Management, Financial Modeling, Personal Financial..., Disability Insurance

Education
Penn State University   1990 — 1992
MBA, Management Science

Penn State University   1983 — 1987
BS, Business Logistics

Joshua Weiskopf Joshua Weiskopf Greater Philadelphia Area Details
Joshua Weiskopf's Legacy Planning Partners Experience August 2008 - Present
Job Financial Advisor at Legacy Planning Partners
Industry Financial Services
Experience
Legacy Planning Partners   August 2008 - Present
Dunhill Financial   May 2006 - August 2008
The Vanguard Group  December 2002 - October 2005

Education
La Salle University - School of Business Administration   2004 — 2008
MBA, Finance

Bloomsburg University of Pennsylvania   1995 — 1999
BS, Exercise Physiology

Don DeLash Don DeLash Greater Philadelphia Area Details
Don DeLash's Legacy Planning Partners Experience March 2008 - December 2009
Job Vice President, Sales
Industry Industrial Automation
Experience
Danaher Specialty Products   January 2015 - Present
Datalogic  April 2012 - December 2014
Danaher Specialty Products   July 2010 - April 2012
Carter Control Systems   January 2010 - July 2010
Legacy Planning Partners   March 2008 - December 2009
Danaher Corporation - Accu-Sort Systems   September 1986 - March 2008

Skills
Sales Process, Contract Negotiation, New Business Development, Strategy, Sales Management, Sales, Supply Chain, Business Alliances, Management, Leadership, Supply Chain Management, Strategic Planning, Project Management, Direct Sales, Account Management, Marketing, Competitive Analysis, Integration, Product Development, Solution Selling, Cross-functional Team..., Lean Manufacturing, Manufacturing, Key Account Management, International Sales, Business Development, Process Improvement, Change Management, Pricing, Logistics, Team Leadership, Product Marketing, Business Strategy, Product Management, Forecasting

Education
La Salle University   2000 — 2003
MBA, Finance

University of Maryland College Park   1982 — 1986
BS, Marketing

Natalie Hodak Natalie Hodak Greater Philadelphia Area Details
Natalie Hodak's Legacy Planning Partners Experience September 2008 - Present
Job Operations Manager at Legacy Planning Partners
Industry Financial Services
Experience
Legacy Planning Partners   September 2008 - Present
Merrill Lynch  October 2006 - September 2008

Skills
Series 7, Series 66, Life, Accident, & Health, Series 24

Education
Temple University   2009 — 2011
Master of Business Administration (M.B.A.)

Elizabethtown College   2003 — 2006
Bachelor of Science (B.S.), International Business - Finance, Cum Laude

Debbie Labick Debbie Labick Greater Philadelphia Area Details
Debbie Labick's Legacy Planning Partners Experience July 2008 - Present
Job Office Administrator at Legacy Planning Partners
Industry Financial Services
Experience
Legacy Planning Partners   July 2008 - Present
Roizman and Companies   January 1994 - July 2008

Skills
Accounting, Microsoft Excel

Education
Montgomery County Community College   2000 — 2000
Accounting I & II

Lia Filetto McGinnis Lia Filetto McGinnis Ithaca, New York Area Details
Lia Filetto McGinnis's Legacy Planning Partners Experience September 2008 - September 2009
Job Senior Sales Representative at WESCO Distribution
Industry Electrical/Electronic Manufacturing
Experience
WESCO Distribution  December 2011 - Present
Cornell University  December 2010 - December 2011
Saint Peter's College  April 2010 - December 2010
Advantage HR onsite at Goldman Sachs   November 2009 - February 2010
Legacy Planning Partners   September 2008 - September 2009
GradStaff   September 2006 - September 2008
RainMaker Software  July 2005 - September 2006
QVC  November 2004 - May 2005
Southern Tier News Group   June 2002 - September 2002

Skills
Recruiting, College Recruiting, Talent Acquisition, Customer Service, Leadership

Education
La Salle University   2001 — 2005
Bachelor of Arts, Communication ( Public Relations )

Jan Graybill, MSFS, CFP® Jan Graybill, MSFS, CFP® Allentown, Pennsylvania Area Details
Jan Graybill, MSFS, CFP®'s Legacy Planning Partners Experience June 1980 - Present
Job Managing Partner & CEO, Legacy Planning Partners
Industry Financial Services
Experience
Legacy Planning Partners   June 1980 - Present

Skills
Retirement Planning, Investments, Estate Planning, Finance, Financial Services, Financial Advisory, Insurance, Securities, Risk Management, Employee Benefits, Investment Management, Wealth

Education
The American College   2007 — 2011
Masters in Financial Services (MSFS)

Millersville University of Pennsylvania   1976 — 1980
BS, Business

Rich Locher Rich Locher Wayne, Pennsylvania Details
Rich Locher's Legacy Planning Partners Experience September 2009 - July 2011
Job Financial Advisor at KadesMargolis Corporation
Industry Financial Services
Experience
Kades-Margolis Corporation  August 2011 - Present
Legacy Planning Partners   September 2009 - July 2011
Horner, Townsend and Kent   2008 - 2009
Woodbury Financial  2007 - 2008
Nationwide Financial  1997 - 2007

Education
Penn State University   1976 — 1980
BS, Finance

Bryan Benner Bryan Benner Greater Philadelphia Area Details
Bryan Benner's Legacy Planning Partners Experience July 2007 - Present
Job Partner, Legacy Planning Partners
Industry Financial Services
Experience
Legacy Planning Partners   July 2007 - Present
Vanguard Group  June 2000 - July 2007

Education
Shippensburg University of Pennsylvania   1994 — 1998

Downingtown HS

Downingtown HS

Jessica Landis, CFP® Jessica Landis, CFP® Greater Philadelphia Area Details
Jessica Landis, CFP®'s Legacy Planning Partners Experience March 2009 - Present
Job Advisor at Legacy Planning Partners
Industry Financial Services
Experience
Legacy Planning Partners   March 2009 - Present

Education
The American College   2011 — 2014
CERTIFIED FINANCIAL PLANNER TM

West Chester University of Pennsylvania
B.A. Communication Studies & B.S. in Finance

Kyle Durning, CPA Kyle Durning, CPA New York, New York Details
Kyle Durning, CPA's Legacy Planning Partners Experience May 2010 - August 2010
Job Associate at Prospect Capital Management
Industry Accounting
Experience
Prospect Capital Corporation  July 2015 - Present
PwC  August 2013 - July 2015
Tyco International  June 2012 - August 2012
PwC  January 2012 - March 2012
Tyco International  June 2011 - August 2011
Legacy Planning Partners   May 2010 - August 2010

Skills
Accounting, Internal Controls, Assurance, Financial Analysis, US GAAP, SEC filings, Microsoft Excel, Sarbanes-Oxley Act, Auditing, Sarbanes-Oxley

Education
Penn State University   2008 — 2013
B.S./M.S., Accounting, B.S. Finance

Kelley Tyrell Kelley Tyrell Greater Philadelphia Area Details
Kelley Tyrell's Legacy Planning Partners Experience 2009 - 2011
Job Vice President Retail Mortgage at Firstrust Bank
Industry Financial Services
Experience
Firstrust Bank  February 2015 - Present
Citigroup  December 2001 - Present
Legacy Planning Partners   2009 - 2011
Legacy Planning Partners   2009 - 2011
Legacy Planning Partners   2009 - 2011
Legacy Planning Partners   2009 - 2011
Principal Financial Group  2001 - 2004
Chase Manhattan Corporation  January 1994 - December 2001
The Chase Manhattan Bank  January 1990 - September 2001

Skills
Series 7, Mortgage Lending, Strategy, Business Development, Banking, Loans, Credit, Finance, Financial Services

Education
Saint Joseph's University   1984 — 1988
Bachelor of Science, Marketing

Bishop Kenrick

Taylor Wenner Taylor Wenner Philadelphia, Pennsylvania Details
Taylor Wenner's Legacy Planning Partners Experience June 2012 - July 2012
Job Jr Art Director at Brian Communications
Industry Graphic Design
Experience
Brian Communications  September 2015 - Present
Brian Communications  August 2014 - August 2015
Brian Communications  August 2013 - August 2014
Brian Communications  June 2013 - August 2013
Kaplan Test Prep and Admissions  August 2012 - May 2013
Legacy Planning Partners   June 2012 - July 2012
Penn State Intercollegiate Athletics  August 2011 - December 2011

Skills
Social Media, Marketing, InDesign, Photoshop, Microsoft Office, Customer Service, Graphic Design, Illustrator, Photography, Communication Skills, Advertising, Promotions

Education
Penn State University   2009 — 2013
B.S. in Marketing, B.A. in Advertising, Dance Minor

Parkland High School   2005 — 2009

Mark Druckenmiller, CFP®, ChFC® Mark Druckenmiller, CFP®, ChFC® Greater Philadelphia Area Details
Mark Druckenmiller, CFP®, ChFC®'s Legacy Planning Partners Experience June 2008 - Present
Job Director of Financial Planning
Industry Financial Services
Experience
Legacy Planning Partners   June 2008 - Present
Lehigh Valley Financial Group  June 2007 - June 2008
AXA  February 2006 - May 2007
Sigma Financial  September 2000 - July 2005

Skills
Strategic Financial..., Finance, Wealth Management, Retirement Planning, Financial Analysis, Investments, Series 7, Asset Allocation, Mutual Funds, Estate Planning, Securities, Retirement, Series 24, Financial Services, Insurance, Financial Advisory, Management, Risk Management, Portfolio Management, Series 63, Asset Management, Investment Strategies, Disability Insurance

Education
Lehigh University - College of Business and Economics   1998 — 2000
MBA, Finance

Millersville University of Pennsylvania   1993 — 1998
BS, Accounting and Management

Robert Wermuth Robert Wermuth Greater Philadelphia Area Details
Robert Wermuth's Legacy Planning Partners Experience 2004 - Present
Job Partner at Legacy Planning Partners
Industry Financial Services
Experience
Legacy Planning Partners   2004 - Present

Education
Penn State University
Accounting

Betsy Wermuth Betsy Wermuth West Chester, Pennsylvania Details
Betsy Wermuth's Legacy Planning Partners Experience 2008 - 2011
Job Student at Penn State University
Industry
Experience
DLL  June 2014 - August 2015
Gadsden Schneider & Woodward, LLP   May 2013 - July 2013
Legacy Planning Partners   2008 - 2011

Skills
Organized Multi-tasker, Highly responsible, Flexibility, Eager to learn new..., Social Media, Dependable Team Player, Responsible, Leadership, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Teamwork, Social Networking, Microsoft Word, Time Management, Event Planning

Education
Penn State University   2012 — 2016
Bachelor of Science (B.S.), Political Science, Senior

Villa Maria Academy   2001 — 2012

Cindy Haenn Cindy Haenn Greater Philadelphia Area Details
Cindy Haenn's Legacy Planning Partners Experience October 2011 - June 2012
Job Sales Operations Manager at De Monchy Natural Products Inc.
Industry International Trade and Development
Experience
De Monchy Natural Products Inc.   June 2015 - Present
Shen Milsom & Wilke, LLC   August 2012 - May 2015
Legacy Planning Partners   October 2011 - June 2012
First Niagara Private Client Services   July 2006 - September 2011
A. M. Todd   June 2000 - December 2005

Skills
Management, Event Planning, Reporting & Analysis, Microsoft Office, Accounting, Oral & Written..., Strategic Planning, Project Management, Marketing, Finance, Time Management, Customer Service, Administrative..., Wealth Management, Financial Services, International Logistics, Client Liaison, Microsoft Technologies, PowerPoint, Intercultural..., Series 7, Microsoft Publisher, ERP Implementations, Fundraising, Customer Satisfaction, Executive Management, Investments, Sales, CRM, Budgets, Employee Benefits, Outlook, Administrative..., Organization, Budget, Self-starter, Data Analysis

Education
Pennsylvania State University
Bachelor's Degree, Food Service and Housing Administration

College for Financial Planning   2010 — 2011
RP, Financial Planning

American Bankers Association   2008 — 2008
Diploma, National Trust School

Jeff Dye, CFP® Jeff Dye, CFP® Greater Philadelphia Area Details
Jeff Dye, CFP®'s Legacy Planning Partners Experience December 2011 - Present
Job Financial Planner at Legacy Planning Partners
Industry Financial Services
Experience
Legacy Planning Partners   December 2011 - Present
Calvert Investments  May 2007 - May 2011
Calvert Investments  July 2005 - May 2007

Education
Georgetown University   2009 — 2010
Certificate in Financial Planning

University of Maryland College Park   2002 — 2005
BA, Economics