WELCOME TO JMK WEALTH MANGEMENT
We know you have many financial advisors to choose from!
​
Here's how we are distinct:
-
Almost 28 years of experience
-
Empathy and a desire to know what makes you unique
-
At a minimum, review meetings are twice a year with quarterly check-ins
-
Schedule as often as you'd like
-
Jakub's assistant is tenacious, competent, and has excellent follow-through, giving you a team of THREE dedicated to give you knowledgeable and responsive service
The typical onboarding process looks like this:​
-
Introduction: A casual meeting to discuss your financial situation and see if we are a good fit
-
Review Goals: A second meeting to discuss your financial needs, priorities, and goals in detail
-
Gather Facts: Some homework of data gathering or possibly connecting accounts to WealthVision
-
Identify Challenges and Opportunities: Jakub takes time to review the data, which may lead to another meeting to ask more questions
-
Plan Development: Jakub will finalize your plan and will review it with you in one or two subsequent meetings
-
Implement the Plan: there could be transfers or rollovers, payoffs or merges, etc. Jakub and Cristy will both help as much as possible!
-
Follow-up and Review: At some point (often a month or two) we go into our maintenance rhythm of review meetings and check-ins, with of course times of extra attention (i.e. 401(k) options, retirement, college, loan payoff, etc.)
​
Finances can be stressful, we know. As your cheerleader, we encourage you to take that first step- just schedule an intro meeting.
Jakub M. Kreuter, Financial Advisor
Navigating personal finance can feel overwhelming. From investment strategies and retirement planning to insurance and tax considerations, the number of decisions — and their long-term impact — can be significant.
That’s where we come in.
Whether you’re building wealth, preparing for retirement, or managing substantial assets, our team provides personalized guidance tailored to your unique goals and circumstances. We combine experience, thoughtful strategy, and the right tools to help you move forward with clarity and confidence.
My goal is simple: to help you better understand your financial picture and define a path toward what matters most to you. I am committed to building long-term, trusted relationships with my clients and their families — relationships grounded in transparency, respect, and shared purpose.
As an active member of the community for many years, I am proud to have helped individuals and families work toward the financial future they envision.
If you’d like to learn more about our firm and the services we offer, I would welcome the opportunity to connect. Let’s start a conversation about your goals and how we can help you pursue them.
Cristy Head, Registered Administrative Associate
Cristy joined Jakub in 2020 and assumes supports Jakub on the day to day keepings. Before you feel sorry for her, rest assured this is her sweet spot. Her tasks started off very basic at first (like scheduling and account opening) but have grown into nearly every aspect now. In 2017 she completed her Accounting degree and in 2021 she passed the Series 7 and Series 66 exams. She has successfully operated and ran her own business, which includes bookkeeping, administrative work, and technical assistance, since 2007.
After having moved around a lot in her development years, the Triangle has been Cristy's home since 2006, where she resides with her husband (a videographer) and three school-aged children. She enjoys remodeling the inside and outside of her home, trying to keep up with her growing children, and Marvel/DC movies.
​
Audrey Evans, Administrative Assistant
Audrey joined JMK Wealth in 2025 as an Administrative Associate, driven by her passion for helping others and making a positive impact. Originally from Edenton, NC, she has always been committed to service, whether through supporting neighbors or participating in mission trips.
With a background in Early Childhood Education, Audrey is dedicated to supporting both youth and families and has a strong passion for helping others reach their goals. Before joining Hellinger Financial, she was the Director of Operations for a local babysitting platform and worked as a long-term, part-time nanny in the RDU area. These roles helped her develop strong skills in organization, communication, and adaptability—skills she’s excited to bring to her new role.
Outside of work, Audrey enjoys spending time with family, traveling, and exploring new cultures, always eager to embrace new experiences and challenge