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Meet the Team

Boutique Firm Service, Large Firm Experience and Capabilities

Our goal at Family Wealth and Legacy is to provide a sense of security for our clients through comprehensive private wealth management, strategic business planning and multi-generational planning.

Our clients benefit from our unique technical capabilities and our love of everything family and business.

We understand, better than most, that family businesses require a different set of skills than non-family owned companies.

We vow to be constant learners, focused on family-owned businesses, in order to best serve the needs of a thriving family enterprise.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Your Team

Hope Maniatis

Hope Maniatis

Investment Operations Manager

Kristina Rocci

Kristina Rocci

Podcast Producer & Client Experience Manager

Zachary Church

Zachary Church

Business Development Specialist

Your Specialists

Timothy  Johnson

Timothy Johnson J.D.*, CRPC

Chief Investment Strategist

Daniel  Prisciotta

Daniel Prisciotta CFP®, CPA*, CBEC®

Director of M&A and Investment Banking

Mark Bronfman

Mark Bronfman CPA*

Director of Employee Compensation & Incentives

Your Planning Team

Jeffrey Trombetta

Jeffrey Trombetta CIMA®, CFP®, CRPC

Director of Investment Planning

Dianna Parker

Dianna Parker CFP®

Director of Financial Planning

James Gasparotto

James Gasparotto

Director of Business Planning

Donna Rowen

Donna Rowen J.D*, LL.M., ChFC®

Advanced Planning Attorney

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.