Make Appointment

To schedule an appointment, please select your advisor and follow the prompts on the website. Know that when you click your advisor’s name you will leave the Legacy Wealth Planning website to schedule your appointment.  The Legacy Wealth Planning website will remain open in another window.


Bodie Monroe


Chris Vargas


Jon Park


Mark Levy


Martin McClellan 


Phil Mahoney


Steve Rose


You will get an email from the appointment scheduler confirming your appointment, if you do not receive an email please call the office 775-850-2500. Also remember if you are having problems scheduling an appointment, please call the office and we will get an appointment scheduled for you. We are always here to help.