Associates

In today's complex world, it takes a clear vision and the expertise of a financial professional to help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.


Coopersburg, PA
Jan L. Graybill, ChFC, CLU (610) 282-5933 jan.graybill@legacyplanninginc.com
Christopher J. Hackley, CFP®, ChFC, CLU (610) 282-5933 christopher.hackley@legacyplanninginc.com
Roark Gover, ChFC (610) 282-5933 roark.gover@legacyplanninginc.com
Matt Kulp (610) 282-5933 matt.kulp@legacyplanninginc.com
Joan Altemose (610) 282-5933 joan.altemose@legacyplanninginc.com
West Chester, PA
Charles Kedra, CPA, MBA (610) 719-8600 x 100 ckedra@legacy-online.com
Chris Benfer, CFP®, ChFC (610) 719-8600 x 101 dcbenfer@legacy-online.com
Robert Wermuth, CLU, ChFC (610) 719-8600 x 102 rwermuth@legacy-online.com
Kevin Donohue, CFP® (610) 719-8600 x 110 kdonohue@legacy-online.com
Matt MacNeal, CFP® (610) 719-8600 x 109 mmacneal@legacy-online.com
Beth Brown (610) 719-8600 x 106 beth@legacy-online.com
Margaret Giancaterino (610) 719-8600 x 104 marge@legacy-online.com
Meg Priest (610) 719-8600 x 103 meg@legacy-online.com
Carol Motta (610) 719-8600 x105 carol@legacy-online.com
Wilmington, DE
David Benfer, CLU ChFC (302) 478-7911 DavidBenfer@legacy-online.com

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Legacy Planning Partners, 228 W. Gay Street, West Chester, PA, 19380
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