Dagel, Jakober & Associates

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Matthew Sowden

Matthew Sowden

MBA

Financial Advisor

Visit Matthew Sowden's website
Scott R Dagel

Scott R Dagel

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Scott R Dagel's website
Adam Fox

Adam Fox

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
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Charles Jakober

Charles Jakober

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Charles Jakober's website

Team

Paula Krejchi

Paula Krejchi

Client Service Manager

Roles & Responsibilities

  • Compliance Coordination
  • New Business & Processing Transactions
  • Data Gathering
  • Scheduling Client Meetings
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Dawn Friedrichsen

Dawn Friedrichsen

Client Service Manager

Roles & Responsibilities

  • Client Assistance & Scheduling
  • New Client Intake
  • New Business Processing & Transactions
  • Data Gathering
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Megan Owen

Megan Owen

Client Service Manager

Roles & Responsibilities

  • Marketing Coordination
  • Client Service
  • Estate Settlement Service
  • Business Processing & Tracking
  • Client Meeting Preparation
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Shelby Marcotte

Shelby Marcotte

Financial Planning Assistant

Roles & Responsibilities

  • Financial Planning Analytics
  • Financial Planning Coordination
  • Data Gathering
  • Client Follow Up & Assistance
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David Falconer

David Falconer

Paraplanner

Roles & Responsibilities

  • Financial Planning Analytics
  • Financial Planning Coordination
  • Data Gathering
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