Client Services and Office Manager
Jill Rieger is the Client Services and Office Manager at our Camarillo office. In early 2020, Legacy Financial Group will acquire the financial services business of Gerhart Group. Jill will continue her work assisting clients in the day-to-day support of their financial needs. She handles everything from answering calls, fielding questions, scheduling appointments, to closing the loop on client requests
Jill is a seasoned professional with 10+ years of experience. She will be working closely with Melanie Tanaka and the rest of the Legacy planning team. Jill has a special talent for making clients feel part of an extended family. As she says “People are truly the heart of our business.”
Jill holds Series 6 and 63 Securities licenses. One of the things that makes Jill so valuable is her varied work experience, from an executive in a department store chain, to her own business bringing ready-to-wear dress-making techniques to high-end custom bedding and decorative pillows. Jill’s management skills and attention to detail serve her well in her position.
Jill reports that she loves the financial services business because “it involves constant learning. And then, making things better for clients in ways they may never have even thought of. It’s a two-way street of mutual appreciation.” She will be located primarily in the Camarillo office, providing client support seamlessly through the Legacy systems.
Married to Ron for over 35 years, the pair resides in Camarillo. Jill is also the proud mother of three adult children.