Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
James Moshenko, CFP® CRPC
President
As the senior advisor of Legacy Consultants Wealth Management and an independent financial advisor with LPL Financial, Jim has the opportunity to offer objective advice and effective solutions.
Michael P. Kopko, CRPC
Vice President
As an independent advisor with LPL Financial, Michael is able to provide investment management, retirement planning, estate and tax planning, as well as social security analyses to individuals, families and businesses.
Brittany Waterson, AWMA®
LPL Registered Associate
Brittany joined the practice in 2006 as an administrative assistant. Since that time, Brittany has contributed to the evolution of the practice in the areas of customer service, technology integration, and financial planning operations.
Emily Linton
Operations Manager
Barbara Sharpe
LPL Registered Administrative Assistant
Natalie Butler
Assistant Marketing Director