Broker Check

Our Team

Mark Modzeleski, CFS®, CLTC®, AIF®,

President / Financial Advisor / Financial Planner

(315) 243-5660

(315) 530-1879

MModzeleski@LWAofNY.com

Mark Modzeleski is proud to be both the president and founder of Legacy Wealth Advisors of NY where his primary responsibilities include advising and guiding small businesses and families. He has a particular focus in the agricultural...

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Jeffrey Chapman CLU® ChFC®

Partner / Financial Advisor

(315) 256-5784

(315) 530-1879

JChapman@LWAofNY.com

Jeff has over 40 years of experience in the Financial Services Industry. He has been a Financial Representative and has earned several industry awards. He holds a Bachelor of Science, in finance and marketing, from Syracuse University...

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Gerri A. Harrison CFP® EA® TPCP®

Certified Financial Planner™

315-530-1880 x7

(315) 530-1879

GHarrison@LWAofNY.com

Gerri has been a dedicated professional in tax preparation and financial planning since graduating from Binghamton University. She began her career working part-time while raising her son, Michael, alongside her husband, Lynn. Over...
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Nicole Cizenski

Director of Operations | Insurance, Annuity & Benefits Manager

(315) 530-1880 x2

(315) 530-1879

NCizenski@LWAofNY.com

Nicole Cizenski is the Director of Operations at our firm, where she plays a key role in driving efficiency, structure, and growth. Since joining the team in August 2015, Nicole has led the transformation of our back office by...
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Keegan Piroli

Client Onboarding | Investment Operations Manager

(315) 530-1880 x4

(315) 530-1879

KPiroli@LWAofNY.com

Keegan joined our operations team in August 2022. She has experience in both Financial Services and Education.  In addition to responsibilities in general operations, client support and new business she works alongside our team to...

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Jessie Nason

Client Engagement

(315) 530-1880 x3

(315) 530-1879

Jessie@LWAofNY.com

Jessie joined our team in June of 2022. Her role includes client engagement, client information management, social media and website oversight. She also works on marketing materials for us. Jessie is a lifelong resident of Andover...

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