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Jake Yeager

Family Wealth Services Associate & Data Operations Analyst at Fairway Wealth Management

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In May of 2020, I graduated from Miami University with a major in Finance and a minor in Data Analytics. At Fairway, I am part of the Family Wealth Services team which focuses on a sele...

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FAIRWAY WEALTH MANAGEMENT

FAIRWAY WEALTH MANAGEMENT

  • description Description
    Fairway Wealth Management was founded by two CPAs in 2002 to serve the complex and continuing needs of wealthy families. Our expert advice and advisory team leadership helps clients enjoy the...

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  • Employees count Employees 11-50
  • Revenue Revenue 25 Million to 50 Million
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Fairway Wealth Management Org Chart and Mapping

Employees

Maria Hinton

Director, Client Service and Operations

Daniel Gaugler

We Serve as Personal CFO for Over 250 Families With Nearly $2 Billion Invested.

Alex Canitano

Associate Wealth Manager

Erica Robinson

Client Services Associate

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