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President & CEO

James J. Isaacs, CFP®

Creating your Plan

Hallie Peyton, CFP®


Managing Your Investment Portfolio

E. Charles Jalenak, CFP®


Cathy Simmons, CFP®

Operations and Administration

Duncan Miller, CFP®

Our Founder

John Ueleke, CFP®

Alan Vosburg
IT Manager


Alan is the firm’s information technology expert and is responsible for all internal and external network activities, as well as support of the various software programs that the firm uses.  Alan manages the firm’s paperless Client Management System environment and strictly controls the input and categorization of stored documents.  He is a member of the firm’s First Response Team in the event the Business Continuity Plan is activated.

Alan joined Legacy Wealth Management in 1998.  He received his A.A.S. with a double major in Information Technology Networking and Information Technology Generalist from Southwest Tennessee Community College.