Skip to main content
Legend Financial Advisors logo
menu
  • Home
  • About
    • Firm Overview
    • Meet Our Team
    • Why Legend Is A Fiduciary
  • Who We Serve
    • Medical Doctors
    • Pre- And Post-Retirees
    • Widowed Individuals
    • Business Owners / Entrepreneurs
    • Individuals & Families
    • Company Retirement Plans
    • College Professors & Administrators
    • Dental Professionals
    • Post-Divorce Individuals
    • Technology Professionals
    • Corporate Executives
    • Sudden Wealth Recipients
  • Services
    • Financial Planning
    • Investment Management / Consulting
    • Investment Management Fee Schedule
    • Need Help Managing Your 401(k), 403(b) or Other Retirement Accounts?
    • Need IRA Rollover Help?
    • Company Retirement Plan Services
    • Investment Management Services for Advisors
  • Free One-Time Services
    • Risk Assessment Questionnaire
    • Retirement Analysis
    • Investment Second Opinion
    • Stock Market Crash Analysis
    • Portfolio Tax-Efficiency Analysis
    • Investor Self-Evaluation
  • Resources
    • Frequently Asked Questions
    • Financial Webcasts
    • Key Financial Data Card
    • In The News
    • Media Quotes
    • Preventing Identity Theft & Fraud Protection
  • Contact Us
    • Schedule a Meeting
      • JIM HOLTZMAN, CFP®, CPA (inactive)
      • Bill Knight CFP®, AWMA®, PPC®
      • Chris Kail
    • Upload Your Documents
    • Getting Started
    • Speaking Engagements
    • Employment Opportunities

Meet Our Team

James J. Holtzman CFP®, CPA (inactive)

CEO, President and Wealth Advisor
(412) 635-9210 Ext. 120
legend@legend-financial.com

William T. Knight CFP®, AWMA®, PPC®

Wealth Advisor
(412) 635-9210 Ext. 119
legend@legend-financial.com

Christopher J. Kail

Chief Marketing Officer
(412) 635-9210 Ext. 126
legend@legend-financial.com

Celine M. Stanasolovich

Director of Human Resources and Accounting
(412) 635-9210 Ext. 122
legend@legend-financial.com

Robert C. White, Jr. AWMA®

Assistant Wealth Advisor
(412) 635-9210 Ext. 125
legend@legend-financial.com

Luke L. Helsel

Assistant Wealth Advisor
(412) 635-9210 Ext. 130
legend@legend-financial.com

Susan M. Smith

Investment Coordinator
(412) 635-9210 Ext. 116
legend@legend-financial.com

Sherry L. Mitton

Information Systems Coordinator
(412) 635-9210 Ext. 113
legend@legend-financial.com

Daniel D. Kleck

Digital Marketing Specialist
(412) 635-9210 Ext. 127
legend@legend-financial.com

Kenneth D. Stanasolovich

Finance & Marketing Associate
(412) 635-9210 Ext. 129
legend@legend-financial.com

Angela L. White

Administrative Assistant
(412) 635-9210 Ext. 115
legend@legend-financial.com

Office

5700 Corporate Drive
Suite 350
Pittsburgh, PA 15237

Contact Info

Phone | (412) 635-9210
E-mail Us

Get In Touch

Disclosures  |  Privacy Statement  |  Form ADV Part 2  |  Form CRS

The content on this site is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument. Legend Financial Advisors, Inc.® is committed to providing a Website that is in accordance with accessibility standards, and continually works to ensure that this Website is accessible to those with special needs, including those with visual, hearing, cognitive and motor impairments. If a visitor comes across a page or feature they find inaccessible or difficult to use, or if they require or desire assistance, please visit our Contact Us page or call us at (412) 635-9210.

© 2024 Legend Financial Advisors, Inc.® All rights reserved.