Dagel, Jakober & Associates

Do you ever wonder how you will generate income in retirement?

Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.


Advisors

Matthew Sowden

Matthew Sowden

Financial Advisor

Visit Matthew Sowden's website
Scott R Dagel

Scott R Dagel

Private Wealth Advisor

Visit Scott R Dagel's website
Adam Fox

Adam Fox

Financial Advisor

Visit Adam Fox's website
Charles Jakober

Charles Jakober

Financial Advisor

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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Cole Rockafellow

Cole Rockafellow

Financial Planning Specialist

Roles & Responsibilities

  • Financial Planning Analytics
  • Financial Planning Coordination
  • Data Gathering
  • Client Follow Up & Assistance
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Megan Owen

Megan Owen

Client Service Manager

Roles & Responsibilities

  • Marketing Coordination
  • Client Service
  • Estate Settlement Service
  • Business Processing & Tracking
  • Cleint Meeting Preperation
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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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