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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®

James J. Isaacs, CFP®
President & CEO

For over 30 years, our focus has been the same—not to grow the business to billions under management; not to have the most employees; or the biggest office—our focus is on serving as fiduciary to the client.  Growing the business takes care of itself when the goal is to provide the best in client service.  Clients deserve the Legacy difference.

 

As President & CEO, Jim is responsible for all aspects of wealth management services from comprehensive financial planning to portfolio management.  In addition, he is responsible for the day-to-day operations of the firm including the financial and administrative areas.  Jim is Chairman of Legacy Wealth Management’s Board of Directors, chairs the Management Committee and is a member of the Investment Committee and Risk Committee.  He has over 25 years of executive experience in finance and business operations.  Jim has extensive experience in development and re-engineering of complex business processes to provide superior levels of client service.  Jim joined Legacy Wealth Management in 2004 as their Chief Operations Officer to add operational expertise to the growing financial planning and portfolio management firm.  Jim was a client of Legacy for three years prior to joining the Legacy Wealth Management staff.

 

Jim led the development of a program for our pilot clients that provides them with straightforward, unbiased information both pre-and post-retirement.  The program provides in-depth information regarding the financial aspects of their employee benefits including a detailed review of the various retirement plan options.

 

Jim has served as Vice President of North American & European Operations for Herbalife International and Vice President of Supply Chain Operations for Benchmark Brands.  Previously, he was a Director of Distribution and Director of Customer Support for Schering-Plough HealthCare Products Corporation in Memphis.  Jim is a member of Vistage International, the world’s foremost chief executive leadership organization.  He serves on the Board of Trustees at Christian Brothers University and chairs the university’s investment committee.  He is a member of the Economic Club of Memphis.  Jim was named again in 2016 as a FIVE STAR Wealth ManagerSM by Memphis magazine and named again to the MBQ Power Players list in 2016 by MBQ magazine.  Jim received his CFP® certification in 2008.  He received his M.B.A. in Finance from Seton Hall University and a B.A. from Ithaca College.