With over ten years of experience in the financial industry, Jake’s knowledge is a key component to helping provide clients with the retirement of their dreams. With his role as a Financial Advisor, Jake is driven to help turn clients’ wishes and goals into reality throughout their retirement. He attended school at the University of Minnesota, Duluth, and graduated with a degree in Finance. Jake’s experience in wealth management includes roles such as Trust Investment Advisor at a large national bank, Investment Manager, and Financial Advisor roles with independent RIAs. Jake’s vast experience in financial planning and investments ensures he can provide his clients with the utmost service.  He is both a CFA Charterholder and a Certified Financial Planner.

Outside of work Jake enjoys various outdoor activities, including golfing, running, biking, and snowboarding with friends and family.  He has ridden down mountains in California, Utah, Idaho, and Colorado. Jake also enjoys playing guitar and learning new songs.