Jake Cleary - Bancwest Investment Services Financial Advisor

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Jerilyn is an experienced Tax Coach with 15 years in the tax accounting industry. She specializes in Construction Accounting and optimizes business operations by strategizing owners and their partners, personal and business goals, to achieve optimal tax savings...