With a strong foundation in analytical and mathematical skills, Jake helps clients navigate complex financial decisions and achieve long-term success. His approach is grounded in the values of trust, honesty and loyalty, which have shaped how he connects with and serves others.
Jake earned a bachelor’s degree in Finance and Banking from the University of Missouri-Columbia and became a CFP® professional to demonstrate his dedication to delivering expert financial guidance. Combining personalized strategies with a deep understanding of individual and family needs, Jake strives to build lasting relationships and provide meaningful solutions.
Outside of work, Jake enjoys staying active, traveling and spending quality time with family and friends.