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President & CEO


James J. Isaacs, CFP®

Creating your Plan


Hallie Peyton, CFP®

 

Managing Your Investment Portfolio


E. Charles Jalenak, CFP®

Compliance


Cathy Simmons, CFP®

Operations and Administration


Duncan Miller, CFP®

Our Founder


John Ueleke, CFP®

Bowe Travis, MBA
Portfolio Manager

We often speak to clients whose past retirement planning strategy included the establishment of an investment portfolio but lacked the time and expertise needed to manage that portfolio in the years that followed.  At Legacy, team members consistently monitor client accounts.  We rebalance accounts that exceed a client’s risk threshold, and we monitor the managers responsible for funds held by our clients.  Clients deserve the Legacy difference.

Bowe is a Portfolio Manager and a member of Hallie Peyton’s client service team.  As a Portfolio Manager, he is responsible for the management of his team’s portfolios by reviewing clients’ goals and objectives and implementing investment strategies.

Bowe joined Legacy Wealth Management in 2014 after working in both the financial services and credit areas of First Tennessee Bank for three years.  He received his B.S. from the University of Mississippi and a MBA from Christian Brothers University.