Our Mission is to help you live a life of greater confidence, choice and financial freedom through strategic planning and unparalleled advice.
Our Philosophy
Driven by our values, we strive to build meaningful, long-term relationships with clients through a “Service First” philosophy. Whether your focus is building or preserving wealth, our commitment to a cross-disciplinary planning process allows us to ensure that your financial blueprint is designed through a collaboration of financial, legal, and accounting perspectives. Our three-dimensional planning approach allows us to identify coordination gaps in your current plans and new planning opportunities that can have a significant impact on your legacy and future generations.
Meet the Team
The Legacy Group
Meet our team of experienced professionals, each with a deep passion for serving our clients and adhering to The Legacy Group’s mission and purpose
Jeff Silverman, J.D.*, CFP®
Financial Planner and Estate Advisor
- 22 years of experience in financial planning
- Specializing in Estate Planning, Wealth Management, Retirement Planning, Special Needs Planning
- Read my FULL BIO
Mark A. Badami, CFP®, CLTC
Financial Services Representative
- 30 yrs experience
- Specializing in estate and business continuity planning with an emphasis on qualified plan designs
- Read my FULL BIO
Evan Rogdakis, J.D.*
Director of Financial Planning
- 15 yrs experience
- Specializing in estate planning, Gift Planning Techniques and Implementation, Business Succession Planning, Key Employee Retention and Non-Qualified Deferred Compensation Agreements
- Read my FULL BIO
Matt Wilkow
Financial Planner
- 3 yrs experience
- Specializing in Estate, Retirement, and Holistic Financial Planning, in addition to Income Protection, Wealth Management, and Business Planning
- Read my FULL BIO
Robert Sturges, LUTCF CLTC
Financial Planner
- 16 yrs experience
- Specializing in Retirement and Financial Planning, in addition to Income Protection, Wealth Management, and Business Planning
- Read my FULL BIO
Pamela Velastegui, Ed.D
Operations Manager
- Specializing in Client Relationship Management, Office Management, and System & Process Design
Janine Martinez
Client Services Coordinator
- 20 yrs experience
- Specializing in Client Communication, Preparation & Maintenance of Client Planning, and Industry Regulations
- Holds Series 6, 63, 26, and life insurance licenses
Ari Goldblatt
Director of Marketing
- 20 years marketing experience
- Specializing in marketing, communications, and brand management for the Legacy Group
*Licensed but not practicing on behalf of MassMutual or MML Investors Services, LLC. or its affiliated companies.
Legacy Group Specialized Services:
Get In Touch With Us Any Time
We take a cross-disciplinary approach to provide you with a custom blueprint to achieve your goals, dreams and aspirations:
LOCATIONS
Nassau
6800 Jericho
Turnpike
Suite 202W
Syosset, NY
11791
Suffolk
1393 Veterans
Memorial Highway
Suite 307 S
Hauppauge, NY
11788
Queens
2112 Broadway
Astoria, NY
11106
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