Meet the Team
A dedicated team of financial professionals united by one goal, helping you protect, grow, and transfer your wealth with confidence and clarity.
John C. Sanchez
MST, CLTC, President
John leads the firm and works directly with the families it serves. He pairs a graduate tax background with more than 30 years in financial services, and he is known for making complex retirement and estate decisions feel manageable.
He coordinates closely with clients' CPAs and estate attorneys so that income planning, tax strategy, and estate documents move together rather than separately.
The People Around John
Brian Startare
Vice-President, Director of Business Development
Brian Startare brings decades of experience in sales, media, advertising, public speaking, and relationship-based business development. A Philadelphia-area communications professional, published author, and former broadcast media personality, Brian has built his career around connecting people, telling meaningful stories, and helping organizations reach the right audiences.
Jennifer Shaffer
Vice-President of Income Protection Planning
Jennifer is a licensed life insurance producer who joined Legacy Income Advisors in 2019. She specializes in term, disability, living benefits, and final expense insurance. From her personal experience, she believes in the importance of all individuals having life insurance to protect their families from life's unexpected events.
Jen earned her B.A. in English from West Chester University in West Chester, PA. She previously served as Administrative Director at a home health care agency and president of her local Toastmasters club. Jennifer is also a published author of short stories.
Steve Sarago
Strategic Partner
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. That means listening, understanding what matters most, and designing a program that reflects the legacy you wish to create. As a father of four girls and a grandfather of eight, alongside his wife Naomi, he understands the generational needs of creating a legacy.
Christian Shaffer
Marketing & Operations Strategist
Christian brings a rare blend of technology and marketing expertise to Legacy Income Advisors, playing a central role in how the firm operates and grows. With a background spanning web development, digital strategy, content, and systems management, he oversees everything from the firm's online presence to the platforms and processes that support the client experience. He is equally at home thinking through a marketing campaign or troubleshooting a technical problem.
Beyond his professional role, Christian is genuinely passionate about estate planning. He has seen firsthand what a settled plan does for a family, and what its absence does, and that conviction drives the care he puts into every part of his work.
Ready to Meet the Team in Person?
A first conversation with John Sanchez, MST, CLTC. No obligation.