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Jake Rinvelt

Jake Rinvelt

Associate Financial Adviser & Business Analyst

Jake uses his valuable finance knowledge and analytics skills to support the advising team in the development of financial plans, monitoring market and money manager performance, and managing our trading desk.  From assisting the advisors of the firm with client reviews, obtaining important planning data, and compiling portfolio analytics, Jake ensures that clients have the most up-to-date information at all times.