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Legacy Wealth Planning

BUILT TO LAST

Most advisors say they’re “here for the long haul,” but our entire business model was designed to deliver on it. From the beginning, our goal has always been to establish a multigenerational team so our clients have someone to support them in every stage of life. We work together to serve our clients, and have specific strategies in place to bridge the gap between the people we currently serve and future generations of their families.

Meet your Partners

John E Kozakis CLU®, ChFC®, CFP®, CASL®, RICP®

Founder, Partner and Private Wealth Advisor

Joseph Burdi CLU®, ChFC®, CFP®

Founder, Partner and Private Wealth Advisor

Eric Marion CFP®, CLU®, ChFC®, RICP®

Partner and Private Wealth Advisor

Cassandra Kozakis Stahl ChFC®, CFP®, CLU®

Partner and Private Wealth Advisor

Meet your Service Team

Ryan LaRoss

Director of Wealth Management

Christine Peare

Director of Operations and New Business

Charles Bianchino

Director of Operations and New Business

Liz Burdi

Director of Marketing

Lindsey Whitehead

Director of Client Relations

Jennifer Hopek M.A.

Director of Operations

Kim Zeigler

Director of Operations and New Business

Jonathan Duff

Director of Client Relations