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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®

Howard C. Daves
Controller

Legacy is a wealth management firm that is run with best business practices.  The firm has many employee-shareholders, so there is a vested interest by the management team that the business is run efficiently.  As Controller, I oversee the income and budget of the firm, which allows our teams to focus more on clients than daily operations.  I manage our budget within the framework of a firm that puts clients first. Clients deserve the Legacy difference.

Howard (Buddy) is the firm’s Controller and is responsible for all back-office financial activities.  He coordinates the firm’s human resources activities and numerous operations activities.  He is a member of the firm’s Management Committee, Compliance Committee, Risk Committee and serves as the backup coordinator for the Business Continuity Plan.

Buddy joined Legacy Wealth Management in 2005 after spending two years with the Spencer Reed Group, LLC, as an Executive Recruiter.  He previously was the Branch Manager for Ajilon Finance, the Accounting Manager for Habco Steel Services, Inc., and the Accounting Manager for Lazarov Brothers.  He received his B.B.A. in Accounting from the University of Memphis.