Jami Rhoads, Financial Products Assistant
She is primarily responsible for opening new accounts, executing asset and money movement requests, and maintaining client account records. Jami often compiles the paperwork necessary to implement the investment allocation recommendations from Legacy’s Financial Advisors.

She enjoys responding to client questions and concerns, and appreciates the challenge of preparing complicated, detail-oriented paperwork in an accessible and efficient manner. Jami loves getting to know each and every one of our clients and tries to make everything as easy and straight forward as possible.

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Born:Omaha, NE.
Raised:Omaha, NE.
Moved to California: April of 2007.
Favorite Food: Cheesecake.
Favorite Sports Team: Go Big Red!
Activities & Interests: Reading, writing, pottery, massage therapy.

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Something you may not know about Jami:
I have two pet bunnies that I absolutely adore—Benjamin and Bailey—they are my babies!

jami@legacycapitalgroup.com