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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®

From our CEO

 

It is a privilege to serve over 700 clients of Legacy Wealth Management.  Since my arrival in 2004 at Legacy, our focus has been on strengthening our team expertise and growing our presence in the planning and portfolio management industry.  We have accomplished this with minimal advertising presence in the area, relying primarily on accolades from our industry and references by our existing clients to grow our client base.  Today we are a firm with over $1 billion in assets under management.

 

Our commitment remains as it has been in years past – we want to provide the very best in management services, whether it is creating a plan for a future retiree, investing and diversifying a portfolio, assisting a corporate exec with stock option execution, or advising a client on a myriad of corporate or universal benefits available to them (a FedEx pilot, a widowed person, a newly-retired individual). 

-James Isaacs

 

 

Executive Management Team

James J. Isaacs, CFP®
President & CEO

E. Charles Jalenak, CFP®
Director & Chairman of
the Investment Committee

Duncan Miller, CFP®
Managing Director of Client Service
Hallie Peyton, CFP®
Director of Client Service
Rob Sievers, CFP®
Director of Client Service

Cathy Simmons, CFP®
Chief Compliance Officer