Randy Sullivan

I've been with Legacy Financial since 1999, which means I've been here longer than some of our clients have been retired. Over those 26 years, I've watched this firm grow through multiple generations and a lot of changes. Through all of it, the standard here has stayed the same. Every client who calls should feel like they reached someone who actually knows them.

My role is to keep things running smoothly behind the scenes. That means ongoing account maintenance, handling the day-to-day coordination that keeps the practice functioning, and being one of the first people clients hear from when they reach out. I think a lot about what that first interaction feels like, and I try to make it count.

One of the things I love most about being here is that my son Dustin joined the team a few years ago. Watching him grow into this work has been one of the better parts of this chapter.

I live in Yardley with my husband and have been part of this community for a long time. Outside the office, I'm usually moving, whether that's paddleboarding, biking, or hiking the trails around Bucks County. I'm an avid gardener and enjoy experimenting with new recipes in the kitchen. I also travel out to Colorado regularly to see my oldest son and his family and spend time with my grandson.