Our advisors

Gregory Lewandowski

APMA®, AWMA®

Financial Advisor

Managing Partner of LegacyOak Advisors
Learn more about Gregory Lewandowski Visit Gregory Lewandowski's website

Roman Kisz

AAMS®, CRPS

Financial Advisor

Learn more about Roman Kisz Visit Roman Kisz's website


Our team

Phyllis Lugo

Phyllis Lugo

Client Relationship Manager