An accomplished financial services leader in Tucson, AZ, Jake Kagele embarked on his career in the early 2000s as an advisor with Merrill Lynch Wealth Management. Building upon his professional experience, he enrolled at the Wharton School of the University of Pennsylvania to earn a certified investment management analyst (CIMA) designation, administered by the Investment Management Consultants Association. After receiving his CIMA certification, Jake Kagele remained with the Wharton School to complete a certificate in the financial management of foundations and endowments. 

For the past nine years, Jake Kagele has served as managing director of NOVA Financial Services, which offers a broad spectrum of services tailored to meet the needs of its individual and institutional clients. Among his accomplishments with NOVA, Mr. Kagele has obtained more than $100,000 in corporate tax credits for Salpointe Catholic High School, a private institution in Tucson, AZ.