As the world advances at a rapid pace, our lives are becoming increasingly digitized. The digital age has seen remarkable advancements that have intrinsically changed how we navigate our daily lives, especially in financial matters. Financial wellness [...]
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Office Manager
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Vice-President of Life Insurance Sales and Marketing
Jennifer is a licensed life insurance producer and joined Legacy Income Advisors in 2019. She specializes in term, disability, living benefits, and final expense insurance. From Jen’s unfortunate personal experience, she believes in the importance of all individuals having life insurance to protect them and their families from life’s unexpected events. Jen earned her B.A. in English from West Chester University in West Chester, PA, and has brought dedication and positive results to each of the companies she’s worked for. Prior to joining Legacy, she was the Administrative Director at a home health care agency where she was also a certified investigator and job coach as well as being certified in Quality Management. Her employment background also includes marketing for a semiconductor company and working as a book editor for a publisher. She previously served as president of her local Toastmasters club. Jennifer is an avid writer and is a published author of short stories. She has been nearly a life-long resident of Pennsylvania except for six years on the beautiful west coast of Florida. She has two grown sons.
Vice-President
Steve’s passion lies in building plans that protect retired individuals from monetary loss and the threat of outliving their money. Although Steve has received numerous awards for his service in the insurance industry, it’s the relationships he’s built that he values most.
He believes his business is about investing in you—listening, understanding what matters most, and designing a program that reflects the legacy you wish to create. Here’s what you can expect from him: thoughtful attention to detail and a personalized strategy built around your goals—designed to put the right program in place and make your retirement plan work for you. As a father of four girls and a grandfather of eight, alongside his wife Naomi, he understands the generational needs of creating a legacy.
President
With over 30 years of experience in financial services, John Sanchez offers a rare combination of tax expertise, investment insight, and a heartfelt commitment to protecting his clients’ wealth. More than just an advisor, John serves as a trusted partner to individuals and families who want clarity, confidence, and control over their financial future.
After starting his career as a Tax Examiner for the IRS and Controller at Coca-Cola, John found his true calling in financial advising. His time with UBS and Morgan Stanley as a stockbroker and investment manager shaped his comprehensive, client-centered approach—one that focuses on delivering strategies tailored to each client’s unique goals and values.
His mission is simple: to help clients build, preserve, and pass on their wealth through thoughtful, tax-efficient strategies—always grounded in trust, integrity, and respect for the legacy they’ve worked so hard to create.
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