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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®

Lindsey B. Mazzola, CFP®, CTFA
Director of Client Operations
lindseym@legacywealth.com

There are numerous processes and laws that a fiduciary must abide by, and at Legacy Wealth Management, we are all about the details.  My role is to oversee those functions in our daily operations to assure that all client transactions with our custodians are executed accurately and timely.  Clients deserve the Legacy difference.

As the Director of Client Operations, Lindsey chairs the Operations Committee.  Her group is responsible for ensuring that best practices for developing and executing client service policies and procedures are consistently applied across all client service teams.  She is a member of Rob Sievers’ client service team, the Management Committee, Client Management Committee, and Best Execution Best Custody Committee and Risk Committee.

Lindsey joined Legacy Wealth Management in 2004 and has served in several capacities including Financial Analyst, Portfolio Manager, and Financial Planner.   Lindsey is a graduate of Leadership Collierville Class of 2012 and is an active member of Junior League of Memphis.  Lindsey received her CFP® certification in 2007 and her CTFA in 2012.  She was named again in 2016 as a FIVE STAR Wealth ManagerSM by Memphis magazine.  Lindsey received her B.B.A. in Finance from the University of Memphis and M.B.A in Finance from Christian Brothers University.