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.
2nd Quarter 2022 Economic and Financial Markets Summary
The second quarter of 2022 was one of the worst […]
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1st Quarter 2022 Economic and Financial Markets Summary
In our January video, we communicated that investors should be […]
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4th Quarter 2021 Economic and Financial Markets Summary
Stocks in 2021 held off all threats, with the S&P […]
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