Jake Meza

Jake is driven by a deep desire to make a lasting, positive impact on his clients and their families for generations to come. He strives to be a trusted resource, helping alleviate financial anxieties — especially during times of change. Jake excels at educating clients and helping them implement thoughtful strategies for reaching their goals.

Inspired by the dedication of his parents to work hard and provide for their family, Jake pursued a career in personal finance to help them, and others, achieve a successful retirement. He is a CERTIFIED FINANCIAL PLANNER® Professional and holds a bachelor’s degree in investments and securities from the University of North Dakota. After graduating, he served as an intern at Northwestern Mutual followed by 2 ½ years at Fure Financial before the firm joined Mercer Advisors in 2022.

Jake and his wife, natives of South Minneapolis who met in high school, now reside in St. Louis Park. An avid pool player, he competes in local leagues and tournaments and volunteers with his former junior billiards league to help young players develop their skills. Outside of work, Jake enjoys spending time with friends and family, experimenting with new recipes, traveling, watching NBA games, and playing with his rescue dog, Kovu.