Meet Our Staff

Joe Vecchio

Managing Partner

Business Development

Joe has been in the insurance business for over 20 years specializing in life insurance and employee benefits.  Joe is a member of GAMA International and has won several managment awards. 

Joe@legacyplanningnj.com

 

Professional development:

Gama International

 

 Consulting focuses

  • Life Insurance
  • Health Insurance
  • Annuities
  • Agency Opportunities

 

Diego Goez

Managing Partner

Operations / IT Team leader

Diego has been in the financial field for over 20 years. He spent the first 17 years working for a premiere investment managing firm in Wall street before establishing LPG.

 Diego@legacyplanningnj.com

 

Consulting focuses

  • Life Insurance
  • Annuties

 

Matthew Kaufman

Sr. Vice President 

Agency Development

Matthew has been a leading sales manager with Legacy Planning Group.  Matthew specializes in agency structure, sales, training and recruting.  Matt has been reconized for his acomplishments by industry leaders.

Matt@legacyplanningnj.com

Professional development:

Gama International

 Consulting focuses

  • Life Insurance
  • Health Insurance
  • Disability
  • LTC
  • Property and Casualty

 

Sheryl Francisco

Director of Broker Services

Sheryl joined LBN in 2013 and brings a wealth of insurance and business background.  Sheryl will lead our new business and marketing and will be happy to discuss Legacy Broker Network with you.

Sheryl@legacyplanningnj.com

Professional development:

 

 Consulting focuses

  • Life Insurance
  • Health Insurance
  • Disability
  • LTC
  • Property and Casualty

 

Kerrie Bulmer

Director - Agency New Business

Kerrie has been working in the life insurance new business area for over 7 years and works closely with each agent.  Kerrie prides herself on attention to detail and she understands the importance of getting your cases paid.

Kerrie@legacyplanningnj.com


Do you still have questions?

Call us at +1 732 8474070 or use our contact form.

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