JAKE DOTSON

OPERATIONS & CLIENT SUPPORT ANALYST

Jake joined Ohana Advisors in 2020 and serves in various operational and administrative roles. Previously, he completed two summer internships with Ohana in 2018 and 2019. Now he is responsible for estate plan organization, investment research, and data management. Jake graduated from UC Santa Barbara in 2020 with a BA in Philosophy. In his free time, Jake can be found on the hiking trails in Marin. He lives in San Francisco.