We are thrilled to announce that we have expanded our team and are now joined by three new team members:

Cassandra Kozakis
Ryan LaRoss
Eric Marion

Cassandra, Ryan and Eric join our team with the mission to help successful people live their lives fully and confidently through the power of multi-generational planning. As longtime colleagues and experienced Northwestern Mutual representatives, Cassandra, Ryan and Eric will add to the Legacy Wealth Planning team's 90+ years of collective financial planning experience that affords our clients access to local expertise combined with world-class insurance and investment solutions.

We believe that there is a true void in our marketplace where successful individuals and families can get advice on the best way to achieve the life they imagine. Cassandra, Ryan and Eric specialize in identifying their client’s financial vision and creating a personalized and innovative plan to meet those goals. Ultimately, we are confident this will improve their client’s experience as they help them to define and realize their best possible life.

All of us at the Legacy Wealth Planning team want to thank you for being a valued part of our practice and we welcome the chance to answer any questions you have, and look forward to our continued success together.

Joe and John had the distinct honor of presenting “Going to Market as an Ensemble” at Northwestern Mutual’s 2018 Eastern Regional Meeting on January 5, 2018. Joe and John offered their expertise and insight on how they have come together around a shared vision to build a successful team with the values, expertise and longevity to serve the evolving needs of our clients and their families for generations to come.