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      • JIM HOLTZMAN, CFP®, CPA (inactive)
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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

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

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