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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®

Louise Stewart
Communications Manager

 

Louise is the firm’s Communications Manager, responsible for marketing and advertising media.  Her responsibilities include the editing and production of the quarterly Financial Planning Foresight and the quarterly Investment Insight.  Louise began working with Legacy Wealth Management in 2005.  She has over 20 years of corporate communications experience, working for companies including Wright Medical Technology, Dobbs International and Storage USA.  In addition, she worked for Goldman Sachs as a sales assistant.  She has a B.S. from the University of Memphis.