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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®

Joseph F. Birch, III, J.D.
Financial Planner
josephb@legacywealth.com

The exciting part about creating a plan for a client is that no two clients are alike—each is unique and deserves special care.  My job is to be an information-collector.  Our meetings with our clients are essential to building the most effective plans.  We build a client plan after they share with us their ability to save and tolerance for investing, their vision of retirement, and often the legacy they want to create for loved ones.  Clients deserve the Legacy difference.

Joseph is a member of Rob Sievers’ client service team.  Joseph is responsible for delivering financial plans to new and existing clients while assisting with portfolio management needs.  He is a member of the firm’s Financial Planning Committee.

Joseph joined Legacy Wealth Management in 2014 immediately upon graduation from law school.  He worked his way through college by holding positions at University of Memphis School of Law, Orion Federal Credit Union, ALSAC/St. Jude, Medtronic and The Peabody Hotel.   Joseph is a volunteer for the Gibson Guitar 5k.  Joseph received his B.S. in finance from Christian Brothers University and his Juris Doctor from the University of Memphis.