Jake works closely with our lead advisor to support client meetings, follow through on planning decisions, and ensure a seamless client experience. He’s passionate about helping clients feel known, supported, and well cared for at every step of the planning process.
People First: Passionate about faith, relationships, and meaningful conversations that go beyond the surface.
Competitive by Nature: Fueled by curiosity, discipline, and a healthy dose of competition. Whether it’s learning, staying active, or chasing a challenge, Jake brings energy and focus to everything he does.
Early Signs of Grit: Once won a sheep riding competition in second grade—proof that competitive instincts show up early.