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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®

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.