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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®

Brienne Jackson, CFP®
Director of Financial Planning
briennej@legacywealth.com

A long journey requires a road map.  The journey to financial security in retirement also needs a map—a detailed plan that leads to realizing a client’s retirement dreams.  Listening is such a big part of our job.  Because all clients have unique retirement goals, our first task is always to carefully listen to a client’s answers to our questions.  Creating the road map to retirement can only be accomplished after the client paints us a picture of their destination.    Clients deserve the Legacy difference.

Brienne is a member of Hallie Peyton’s client service team.  She develops comprehensive financial plans for the team and is also responsible for delivering financial plans to new and existing clients.  She is a member of the firm’s Financial Planning Committee and Client Management Committee.

Brienne joined Legacy Wealth Management in 2008 and was previously with William Howard & Company Financial Advisors, Inc., where she prepared financial plans and performed various retirement, education and insurance analyses for clients.  Brienne received her CFP® certification in 2008. Brienne is a member of the Planned Giving Council of Greater Memphis, the Financial Planning Association National, Financial Planning Association of Greater Memphis, the Junior League of Memphis, and a 2010 graduate of the Leadership Memphis Fast Track Program Class.  She was named again in 2016 as a FIVE STAR Wealth ManagerSM by Memphis Magazine.  Brienne received both her M.B.A. and B.A. in Finance from the University of Memphis.