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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®

Melissa Still
Portfolio Accountant
melissas@legacywealth.com

Clients do not have time to manage the myriad of paperwork that comes from their account custodians.  To assist in reconciling their accounts, Legacy provides a quarterly report) to every client to reflect progress in their investments as well as all activity posted by the custodian.  Clients deserve the Legacy difference.

Melissa is the firm’s portfolio accountant supporting our investment activities.  She focuses on the management of our investment database and is our expert in the process of downloading custodial data into our industry-recognized portfolio accounting system.  She is a member of the firm’s Operations Committee and is responsible for generating quarterly client portfolio reports.

Melissa joined Legacy Wealth Management in 1995.  She is currently serving as a National Officer for Zeta Tau Alpha Fraternity.  Melissa currently serves on the board of Pinecrest Camp and Retreat Center and serves as Treasurer for the Presbyterian Women of the Mid-South. She received her B.S. in Business from the University of Tennessee, Knoxville.