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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®

Rob Sievers, CFP®
Director of Client Service
robs@legacywealth.com

What does the ideal retirement life look like for you?  In today’s financial world, there are many factors that clients need brought to their attention before that question can be answered succinctly.  Most clients benefit from having our team prompt them with a series of questions that leads them to that picture of what life looks like post-employment—let us help you by asking the right questions.   Clients deserve the Legacy difference.

Rob is in charge of one of the firm’s client service teams.  He is also responsible for assisting new and existing clients with financial planning and portfolio management needs.  Rob is a member of Legacy Wealth Management’s Board of Directors, Management Committee, Investment Committee, Financial Planning Committee, Client Management Committee, and Compliance Committee.

Rob joined Legacy Wealth Management in 2007 after spending seven years with Charles Schwab & Co. as a Relationship Specialist working with high-profile advisors.  Rob was named again in 2016 as a FIVE STAR Wealth ManagerSM by Memphis magazine.  He received his CFP® certification in 2009.  Rob received his M.B.A. from Arizona State University and a B.S. in Finance from the University of Tennessee.  

What does the ideal retirement life look like for you?  In today’s financial world, there are many factors that clients need brought to their attention before that question can be answered succinctly.  Most clients benefit from having our team prompt them with a series of questions that leads them to that picture of what life looks like post-employment—let us help you by asking the right questions.   Clients deserve the Legacy difference.