Jake works with individuals and families to provide customized wealth management solutions to help them reach their goals. Jake was born in Southern California and grew up in Ashland, OR. Jake graduated from Southern Oregon University with a Bachelors’ degree in Business Administration and a Minor in Economics. Jake holds his NASAA Series 66 license and is a Certified Financial Fiduciary® with the National Association of Certified Financial Fiduciaries.
He is currently working towards his CFP designation at the American College of Finance.
Jake played football in college, and still enjoys both football & baseball, but admittedly warns you not to invite him along for a round of golf because he’s not very good. He also enjoys the outdoors and exploring the mountains, lakes, and rivers of the beautiful Pacific Northwest.