WFA Asset Management is excited and proud to announce Jake Janicek’s recent promotion to Senior Tax Adviser! As you know, Jake has been an integral member of WFA’s tax team since joining the firm in 2017. He continuously strives to provide the highest level of tax advisory services to our clients; which is a frequent compliment Nick and I receive. He is also committed to his own professional development, having earned his Enrolled Agent designation earlier this year and currently working to add investment management and financial planning to his skillset. Please join us in congratulating Jake on this recent achievement.
To learn more about Jake, click here.