These are our people. This is Legacy.

Zig Ziglar famously said “You don’t build a business, you build people, then people build the business”.?

If you ever want to learn more about a company - you look at the people who built and are building it. You’d not only know their roles, credentials, and education, but the little things that make us grateful to have them on our team.?

For example… you’d know that @Debbie Hettler has been making Kevin Donohue, CFP?, AIF?’s practice run since 2007 - the longest tenured staff member at Legacy today - and that she has 3 beautiful daughters. You’d know that Kevin once dressed as and did an entire firm meeting as Ted Lasso (his idea). You’d know that Maggie Colsher, Sadie Markley and Joseph Freemont are all getting married this year (May, June, and August). You’d know that Kelli Beckstrom and Jeff Dye, CFP? are quite possibly the funniest people you’ve ever met and you want to keep talking to them for hours. You’d know that Ronald J. Smith loves to golf and the Steelers (we forgive him), that Kaitlyn Connors just had baby #2 and Collin Loesch and his wife are expecting #1 any day now. You’d know that our newest employee, @Elizabeth O’Sullivan is the middle child (#6 of 10!).? You’d know that Constance King, AIF?, CPFA?, NQPA? is the biggest Eagles fan in all the land (go birds!), Ethan Pensak, CRC? plays the guitar and sings like an angel (no, really, he’s so good!), and @Jenna Graybill could easily be an investigative journalist/reporter. You’d know that Cori Neith’s daughter is a wrestling legend, that Stacey Ritter won the 2023 Above and Beyond Award for being the amazing team member that she is, and Justin Ahner built his house with his bare hands. You’d know that Brendan P. Speers, AIF?, CPFA?, C(k)P? has a new, hilarious hijinx (we just wanted to use that word) to share every time he sits down at the lunch table, that John M. Pellosie, CFP?, CEPA?’s favorite accessory is an ascot, and that Lauren Marchese, CFP? is one of the smartest, humblest people you’ll ever meet. You’d know that @Angie Beidleman has 3 boys and is a whiz at forecasting. You’d know that Eric Ferguson, CFP? started with Legacy as an intern and loves chicken cheese steaks and that Michael Sabol, ChFC?, CFP? took an epic honeymoon last year. You’d know that Sam Stroud has a fierce whistle (that we may or may not use to get people’s attention at meetings) and once talked himself into a tour of Augusta National. You’d know that Melissa Gerhardt, CFP?, ChFC?, CEPA?’s husband grows giant, award winning pumpkins and that Jan Graybill, CFP?, CLU, ChFC, CEPA?, MSFS has 2 daughters and 5 grandsons and enjoys the Florida sunshine quite frequently from Legacy’s South Florida branch. You’d know that Jennifer Hodson, CFP?, CEPA has impeccable taste, that Michele Wrabley just returned from a trip to Europe, and that @Sherell Raymond once decided to try something outside Legacy and quickly came back (to our very open arms).?

You’d know that Matthew Kulp, CFP?, CEPA? went from working at a conference room table to senior partner and that Robert Wermuth, CFP?, ChFC?, CLU?, AIF? recently welcomed his first grandchild, a boy! You’d know that Caitlin DePrinzio just organized a phenomenal murder mystery team building night. You’d know that Natalie Hodak teaches yoga in her spare time, that Courtney Long’s addition to the retirement plan services team has brought so much value (and great lunch table chats), and that Steven La Porte helps make a charity event happen every year with his best friend.

These are our people. This is Legacy.