Jayvee Santos
Assistant to Jason Heise, CFP® CLU®
Jayvee Paredes Santos, assistant to Jason Heise, earned a degree in management at the University of Santo Tomas in Manila, Philippines. She's worked at major financial institutions that include Charles Schwab & Co., Franklin Templeton Investments, and the Pacific Exchange; at SageCrest, she loves assisting clients and enjoys the workplace camaraderie. When she's not at work, Jayvee volunteers at her church, St. Catherine of Siena, and its associated school. She also loves spending time with her family and cats, watching local sports, traveling, and doting on her grandchildren.