Jacob Hageman
I became a Financial Advisor because I enjoy helping people turn financial questions into a clear plan for the future. My practice is built around getting to know each client personally, understanding what is most important to them, and providing guidance designed around their unique circumstances and goals.
I take pride in making complex financial topics easier to understand and creating an environment where clients feel comfortable asking questions and making informed decisions. From building wealth and planning for retirement to protecting family and creating a legacy, my goal is to be a trusted resource clients can rely on throughout the different stages of their financial lives.
Outside of work, you can usually find me snowboarding or biking. I also enjoy spending time with son and making the best memories we can.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
