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®
John Ueleke, CFP®
John Ueleke, CFP®
When I started this firm in 1982, my goal was to provide objective financial advice to those who wanted to invest and grow their retirement savings. At the time, financial advice was almost always related to selling financial products – not advising.
Our firm’s foundation was established in 1982 when John Ueleke formed Middle South Advisory Corporation (later renamed Legacy Wealth Management). John’s goal was to provide objective financial advice to those who wanted to invest and grow their retirement savings. It sounded simple, but at the time, financial advice was almost always related to selling financial products – not advising.
John was one of the first in the area to break ground in our industry as a fiduciary, and the firm focused on customer service that charged clients on a fee-only basis (vs. commission-based). For over 30 years, his mantra continued to be advising clients to help them grow their retirement portfolio and realize their retirement dreams. As the business grew, John added certified financial planner practitionersTM to add comprehensive financial planning, and he brought a top-notch staff on board with portfolio management expertise. When John retired in 2012, Legacy had grown to a business serving over 700 clients with $900 million in assets under management.
Today, John and his wife Margaret are enjoying their retirement as clients of Legacy! Their time is spent traveling both domestically and abroad; sharing time with their family, a daughter and a son; and doting on four beautiful grandchildren.