Rachel Rose

Client Coordinator

Qualifications: BS Organizational Communication from NAU

Born in Cottage Grove, Oregon on Thanksgiving Day. At age 10 she moved to Peoria, Arizona for her Step-Dad’s military career in the US Army. She is the youngest of six children in a blended family and loves being the baby.

She has 15 years of customer service experience, and was a Licensed Massage Therapist for 8 years while working through college.  Rachel graduated from Northern Arizona University with a Bachelor of Science in Organizational Communication in 2015.

Free time is spent with husband Brian Rose and their 10-year-old son Joshua.  Family time involves cheering on Boise State Football and bike rides along greenbelt.

Additional Info:

Fantasy Job: Her position at Legacy Wealth. With her long history of pleasing clients, scheduling, planning events and celebrating birthdays with cards/gifts and being a helpful baby sister… this couldn’t be a better fit for her!
Favorite Vacation: Most of her siblings meet at her parents’ house in Blue River, Oregon every July.
Favorite Book: The Alchemist, Ted Dekker series: Black, White & Red
Favorite Movie: Pride and Prejudice, Love & Friendship, Count of Monte Cristo, Batman Begins, Indiana Jones.
Best Financial Advice Ever Received:
Watch your pennies and the dollars will take care of themselves.
Place You’d Most Like To Visit: Banff, Canada. Any place within a 8 hour driving radius or a 4 hour flight from Boise.
Item On Your Bucket List: Going somewhere tropical with a huge group of friends and family.
Biggest Accomplishment:
The gift of motherhood and her Bachelor’s Degree.
Favorite Quote:
Trust in the Lord with all your heart, lean not on your own understandings. In all your ways follow Him and he will make your paths straight. P 3:5-6
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Legacy Wealth Management, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that an advisor has attained a particular level of skill or ability. No investment strategy can guarantee positive returns. All investment strategies have the potential for profit or loss. The Information contained in Legacy Wealth Management’s marketing materials should neither be construed as a provision of personalized investment advice nor as a guarantee that a certain level of results will be achieved. Under no circumstances should the information be construed as an offer to sell or solicitation of an offer to buy a particular service or product. To the full extent permitted under applicable law, Legacy Wealth Management expressly disclaims all warranties of any kind, whether expressed or implied, including but not limited to: implied warranties of merchantability, accuracy, fitness for a particular purpose and non‐infringement.
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