Jacob Heie

After earning a degree in Financial Management from the University of St. Thomas, Jake began his career at Equitable Advisors, where he trained to become a financial advisor. He now works with our team as an Investment Specialist. Outside of work, Jake enjoys staying active, whether at the gym or on the ice playing hockey. He also values time with family and friends and is passionate about continuous learning and personal growth.

FINRA BrokerCheck