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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®

Laura Brandon, CAP®
Office Manager

 

Laura is the firm’s Office Manager and is responsible for general office management.  In addition, she is the executive assistant to the firm’s President and CEO.  She serves as secretary for the Board of Directors, the Management Committee and the Compliance Committee.  She also serves as the firm’s Corporate Secretary.  Laura is a member of the Operations Committee.

Laura joined Legacy Wealth Management in 2007 and has over 15 years of office administrative experience.  She was inducted into Phi Theta Kappa honor society in 2010.  She is a Certified Administrative Professional - with a specialty in Organizational Management and received her A.A.S in Administration from Madison College.