With nearly 25 years of financial services experience, Jacob Krecic joined DayMark Wealth Partners in 2023 from Wells Fargo Advisors, where he was an investment officer. He specializes in asset management and retirement planning and is proud to host investment seminars and lectures for businesses and civic groups.
At a young age, Jacob watched his family struggle financially and this became his professional motivation to help other families gain more confidence in their finances while working toward their goals. He began his career with Morgan Stanley in 1997, moved to Wells Fargo in 2008, and today he continues to fulfill his passion for serving clients alongside his DayMark colleagues.
A graduate of Ohio Northern University, with a Bachelor’s degree in Finance, Jacob lives in Avon Lake, Ohio, with his wife, Shannon, their kids, Andrew and Sydney, and their golden retriever, Lucy. He enjoys traveling, golfing, snowboarding, listening to live music, and coaching youth sports. He also volunteers for a number of non-profit and youth organizations.