Jake Wedvick

Jake is a Wealth Management Associate who supports the advisery team in delivering a seamless client experience across all aspects of the planning and investment process. He assists with the onboarding of new clients, account maintenance, and ongoing service needs, ensuring every relationship begins with a strong foundation and continues with personalized attention.

Jake graduated from the University of Wisconsin–Whitewater with a degree in Finance, where he developed a strong foundation in investment strategy and financial planning. His detail-oriented approach and commitment to service make him a valuable resource for both clients and colleagues.

Outside of work, Jake enjoys staying active and spends his free time playing a variety of sports, bringing the same energy and teamwork to his personal pursuits as he does to his professional role.