We provide peace of mind for your financial future by taking a team approach, using a proven process, providing personalized service and a customized investment portfolio.
Bruce McCrea
Our Financial Advisors
Chris McCrea, CFP®
Chris McCrea, CFP®
Chris McCrea, CFP®
Chris works diligently to develop financial plans and investment strategies designed to help his clients meet their goals and, ultimately, enjoy retirement on their terms.
Bryan McCrea
Chris McCrea, CFP®
Chris McCrea, CFP®
Bryan is dedicated to helping people confidently pursue their financial goals and educating them on investment matters so they can be well informed.
TC Falkner, CFP®
Chris McCrea, CFP®
TC Falkner, CFP®
Not all financial advisors are created equal. TC strives to be one of the best young advisors in the industry and has personally taken the time to attain the prestigious CFP® certification.
Bruce McCrea
Sheree Bollinger
TC Falkner, CFP®
Bruce is passionate about helping clients reach their financial goals. He devotes each day to working closely with families, individuals and businesses to establish and strategically pursue those goals.
Sheree Bollinger
Sheree Bollinger
Sheree Bollinger
Sheree is an integral member of the investment advisor team. Her years of experience add valuable input in the financial planning process, including retirement planning, college funding, tax strategies and estate planning.
Our Client Service Team
Allison Walker
Allison Walker
Allison Walker
Allison brings years of experience in the financial industry to round out our team of client-serving professionals at Legacy. Allison is your first point of contact to request changes to your account, fund transfers, ACH requests, special documentation, RSVP to events, and to make appointments with your Financial Advisor.
Melody Lemery
Allison Walker
Allison Walker
Melody manages our operations and production of client-facing communications. With years of experience in supervision, training, logistics and billing, she imparts a performance standard our clients have come to expect.
Nancy Church
Allison Walker
Nancy Church
Nancy leads our marketing, branding, newsletter, events and website initiatives. With 25+ years experience in financial services, including annuity product management, consulting at Tillinghast-Towers Perrin and EY, she brings informed technical insights to our marketing efforts.