Jake Sadler

Jake Sadler is currently a financial advisor at Bay Point Wealth. Jake has over 10 years of experience in the financial industry, including previous work as a financial advisor at Woodstone Financial, LLC. Jake specializes in retirement planning and provides independent, fee-only comprehensive financial planning and investment management services.

Some of their coworkers include Zach Frank - Associate Advisor, Samantha Sachs - Director of Tax Services, and Chad Whitzel - Associate Advisor. Jake Sadler reports to Jim Kantowski, CIO.