Tami Wheeler

Office Manager and Chief Compliance Manager

Tami grew up on a farm in Vale, Oregon.  Within this small community, she learned the value of hard work and the importance of having strong ethics.

After graduating high school, she moved to Boise to attend Boise Bible College for 2 years, earning an Associate’s degree in Christian Education.  She met and married her husband, Nate, in 1996.  Together they moved to Cincinnati, OH in 1997 for Nate to continue his education and earn a Master’s degree.  During that time Tami worked to put her husband through school.

Near the end of his schooling, they decided to start their family and after completing his degree, they moved back to Idaho.  Their oldest son, Samuel, was born in 2000, followed by their second son, Shawn in 2003 and their daughter, Bethany in 2005.  Her children are a constant joy in her life and that is where you will usually find her when not at work.

Tami was a stay at home mom for 12 years.  During that time, she ran in in-home day care off and on and practiced residential real estate.

Additional Info:

Fantasy Job: Doing work I love and I’m good at with fantastic, A+ people. I’m there!
Secret Talent: My kids say I’m a good cook, when I cook.
Favorite Vacation: Anywhere with my husband and kids.
Favorite Book: The Shack
Favorite Movie: It changes all the time. Right now: Greatest Showman
Best Financial Advice Ever Received:
Don’t wait to start saving.
Describe Your Personality In One Sentence:
I love to spend time with those I care about and pour into their lives by giving them my full attention and doing things for them.
Place You’d Most Like To Visit: Travel overseas.
Item On Your Bucket List: Do a Holy land tour.
Biggest Accomplishment:
Getting to be a part of my wonderful family of three children with my husband since 1996.
©2019 Legacy Wealth Management. All rights reserved. Contact | Terms & Conditions
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.
phonefacebookenvelope