Experience

Dirk is the founding partner of Legacy Wealth Partners at UBS and has over 33 years of experience in wealth management. He graduated from Syracuse University with a Bachelor’s degree in marketing. Dirk obtained the Certified Financial Planner® (CFP®) certification in 1997 and holds Series 7, 63, and 65 securities licenses, as well as insurance licensing in over 10 states. He lives in Malvern, PA with his wife, Lizzie, and their four children.

Dirk was a rower at Syracuse University from 1987 to 1990. He is an avid triathlete who completed the Ironman Lake Placid in 2015 and competes in races throughout the greater Philadelphia area. He is also an active marathon runner, having participated in the Boston and Philadelphia marathons for several years, and he will be running in the 2025 Boston Marathon with his daughter. Dirk has coached youth sports for over 15 years, including basketball, lacrosse, and football, and was involved with the leadership team for the Great Valley Basketball Association. Additionally, he is an avid golfer and paddle tennis player.

Rose DeFalco is an Associate Director at UBS, boasting a 35-year tenure in the financial services industry. Renowned for her unwavering reliability and client-centric approach, Rose prioritizes the needs and goals of each individual she serves. Holding Series 7 and 66 securities licenses, along with insurance licensing in Pennsylvania, Rose collaborates closely with clients to enhance their financial literacy and empower them to make informed decisions. Her primary focus is cultivating enduring partnerships geared towards guiding clients towards their financial aspirations through meticulous planning. With a wealth of knowledge and an unwavering commitment to excellence, Rose stands as an invaluable resource for all our clients.

A distinguished alumna of Penn State University, Rose holds a Bachelor of Science degree in Business Administration, specializing in Financial Services. Residing in Pottstown, Pennsylvania, alongside her husband Bob, Rose finds joy in hiking, and cherishing quality time with her loved ones.

Kiryna joined the financial industry in 2022 after graduating from Drexel University with a bachelor’s degree in business legal studies and organizational management. Her responsibilities include overseeing branch systems, educating clients on account services and wealth management resources, and managing client service requests to completion. Kiryna enjoys trying new restaurants, running, and spending time with her friends and family.