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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®

Rebecca J. Rawlinson, CFP®
Director of Financial Planning
rebeccar@legacywealth.com

At Legacy, we provide clients with not only a diversified portfolio for current savings, but also a plan that takes many financial alternatives into consideration, such as future capital gain taxes, pension fund options, benefits post-employment years, estate plans, and cash needs during retirement years.  Clients deserve the Legacy difference.

Rebecca is a member of Rob Sievers’ client service team.  She develops comprehensive financial plans for the team and is also responsible for delivering financial plans to new and existing clients.  She is chair of the firm’s Financial Planning Committee and is a member of the Client Management Committee and Management Committee.

Rebecca joined Legacy Wealth Management in 2007 and was previously with Pathway Financial Services, where she developed financial plans.  Rebecca received her CFP® certification in 2007.  She is a member of the Financial Planning Association and FPA of Greater Memphis where she serves as Programs Director.  Rebecca was named again in 2016 as a FIVE STAR Wealth ManagerSM by Memphis magazine.

She received her B.B.A. in Accounting from the University of Memphis and her M.B.A. in Finance from Christian Brothers University.