Make Appointment

Please select your advisor and follow the prompts to schedule an appointment. Note 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

Wendy Hammond

Elise Levy

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.