Jake Sigulinsky, Vice President

With nearly two decades in private banking and wealth management – Jake Sigulinsky has built a career around one conviction: that the best financial advice starts with truly understanding the person across the table. Jake specializes in working with high-net-worth individuals, families and business owners/entrepreneurs, helping them navigate the full arc of building, growing, and ultimately transitioning their wealth – from early-stage planning and liquidity events to multigenerational legacy strategies.

Holding FINRA series 7, 6, 63 and 66 licenses along with a Life & Health Insurance License, Jake brings a comprehensive toolkit to every client relationship.

When Jake is not serving his clients, you’ll find him on the ice or pitch coaching youth hockey and soccer, hiking the Wasatch backcountry, wading in a mountain stream fly fishing, or camping with his wife and son. Jake’s passion for life outside the office – rooted in community, patience, and the long game – shapes how he shows up professionally every day.