As Advisor Services Manager, Jake is responsible for managing the Advisor Services team and assists advisors with operations-related tasks and functions.
- Prior to joining HM Capital Management, Jake worked at Wells Fargo Advisors in the Corporate Actions department and at Buckingham Strategic Wealth as a Client Relationship Specialist.
- Jake attended Southern Illinois University in Edwardsville, Illinois.
- Jake and his wife Courtney have one child, Arlo.
The most common question we have received from clients over […]
Year 2020 will clearly be a year to remember and […]
There is no shortage of headlines right now, with COVID-19, […]