Tyler Oda

Yvonne Dean serves as a Branch Leader, focusing on partnering with colleagues to deliver the Standard of Care to clients and associates. She has held various leadership roles within Fidelity Investments, including Assistant Branch Leader in 2024, Team Leader for Advisory Services from 2022 to 2024, and Team Leader for Workplace Planning and Advice from 2020 to 2022. Prior to her tenure at Fidelity Investments, Yvonne held positions such as Director of Client Management Services at One America from 2018 to 2020 and Associate Financial Advisor at Acuitas Financial Group - Ameriprise from 2017 to 2018. Her earlier career includes roles with United Federal Credit Union, Schwab Private Client, PNC Investments, and Thrivent Financial for Lutherans, where she held several leadership positions including Vice President and Regional Vice President. Yvonne's extensive experience spans client management, advisory services, workplace planning, program management, and investment services. Outside of her professional responsibilities, Yvonne enjoys fitness, horseback riding, kayaking, motorcycles, music, and reading.

Jason Hacker is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he partners with the Private Wealth Management Team to provide service and support aimed at fostering strong and lasting relationships with clients and their families. He has been with Fidelity Investments since 2007, holding various roles including Executive Services Associate, Retirement Benefits Coordinator, Retirement Solutions Representative, Investment Solutions Representative, and Financial Services Representative. This extensive experience reflects his involvement in wealth management and retirement planning. No information regarding his education, credentials, personal interests, or community involvement was provided.