ABOUT US

Jake Yeager

Associate, Family Office Services & Data Management

jyeager@fairwaywealth.com
LinkedIn

In May of 2020, I graduated from Miami University with a major in Finance and a minor in Data Analytics. Before attending Miami, I was drawn to finance due to the limitless directions you could take from a career path and had a strong interest in wealth management.

At Fairway, I am part of the Family Wealth Services team which focuses on a select group of clients and assists them with additional necessities beyond the traditional services offered; I leverage tools like Excel and QuickBooks to analyze and predict a solution that aligns with their specific lifestyle. Additionally, I am responsible for data management over all our applications including Salesforce, Black Diamond, and Charles Schwab and governing the information to make sure it is organized, accurate, and secure.

I currently reside in Westlake.  I enjoy spending time with my family and friends, as well as golfing or playing soccer.