Jake holds the Accredited Investment Fiduciary® Designation. Attainment of the AIF® Designation demonstrates understanding of the Prudent Practices® and methodology. Additionally, he holds his SIE, Series 7, and Series 66 with LPL Financial.
He is a former US Army Sniper, and an MSU Alum. After working for one of the industry ‘big guys’ for a few years to cut his teeth, Jake decided to come home to the family firm. Now he applies his values of discipline, allegiance, and teamwork towards helping clients embark on their journeys to financial well-being. Jake has pivoted his unique skill set of training for long range sniper missions, towards helping clients embark on their long-term financial mission.
Jake enjoys guiding new investors and entrepreneurs, resident physicians, tech specialists, and young families on the development of good financial habits to help them build long-term wealth. As an avid fitness junkie, you can often find Jake at the CrossFit gym. His love for fitness is only second compared to his love for his one-eye rescue cat named Mulan.