West Chester

Deborah Hettler

Client Relationship Manager & Executive Assistant to Kevin Donohue

I have been a member of the Legacy Planning team since 2007 and have over 25 years of experience in the financial services industry.

As Executive Assistant to Kevin Donohue, I assist Kevin in managing all aspects of his practice. I enjoy working directly with clients to help manage the implementation of action plans identified during meetings. With my responsiveness and attention to detail, I strive to provide a client experience that exceeds expectations.

My strengths lie in being disciplined in everything I do and my desire to maximize the client’s positive interaction with Legacy Planning.

I am a graduate of West Chester University where I received a Bachelor of Science in Business Management. I currently reside in West Chester with my husband and enjoy spending time with family and friends and traveling whenever possible.

Latest Blog Posts

January 13, 2025
Blog, Retirement Planning Services

2025: 401(k) Compliance Calendar

By: Brendan P. Speers, AIF®, CPFA

January 8, 2025
Blog, Financial Planning, Wealth Management

Starting Strong in 2025: Questions to Guide Your Financial Goals

By: Jennifer Hodson, CFP®, CEPA®

December 18, 2024
Blog, Financial Planning

Make a Difference This Holiday Season: Charitable Giving Gift Ideas

By: Jennifer Hodson, CFP®, CEPA®

Our Team

Angela Beidleman

Vice President Finance & Operations

Brendan Speers

AIF^®, CPFA^®

Partner / Director of Retirement Plan Services

Caitlin DePrinzio

Administrative Assistant

Collin Loesch

Financial Services Associate

Constance King

AIF^®, CPFA^®, NQPC^™

Client Relationship Manager, Retirement Plan Services

Cori Neith

Division Manager

Courtney Long

Retirement Plan Services Coordinator

Ethan Pensak

CRC^®

Advisor

Jan Graybill

Jan Graybill

CFP^®, CLU^®, ChFC^®, MSFS, CEPA^®

Managing Partner of Legacy Planning & CEO

Jeff Dye

CFP^®

Assoc. Partner | Senior Advisor

Jenna Graybill

Branch Administrator

Jennifer Hodson

CFP^®, CEPA^®

Assoc. Partner | Senior Advisor

John Pellosie

CFP^®, CEPA^®

Advisor

Joseph Freemont

Associate Advisor

Justin Ahner

Financial Services Associate

Kaitlyn Connors

Operations Manager

Kelli Beckstrom

Brand Manager

Kevin Donohue

CFP^®, AIF^®

Partner / Senior Advisor

Lauren Marchese

CFP^®

Financial Planning Coordinator

Maggie Scally

CFP ^®

Financial Services Associate

Matthew Kulp

CFP^®, CEPA^®

Partner / Senior Advisor

Melissa Gerhardt

CFP^®, CEPA^®, ChFC^®

Assoc. Partner | Senior Advisor

Michael Sabol

CFP ^® , ChFC ^®

Financial Services Associate

Michele Wrabley

Client Relationship Manager

Natalie Hodak

MBA

Partner / Chief Operating Officer

Robert Wermuth

CFP^®, CLU^®, ChFC^®, AIF®

Senior Partner

Ronald Smith

Service & Conversion Manager for Retirement Plan Services

Samuel S. Stroud, Jr.

CFP^®

Assoc. Partner | Senior Advisor

Sherell Raymond

Branch Administrator

Stacey Ritter

Client Onboarding Manager

Lehigh Valley

3440 Hamilton Blvd
Allentown, PA 18103

Horsham

110 Gibraltar Road, Ste 227 Horsham, PA 19044

West Chester

228 W Gay Street
West Chester, PA 19380

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