RVP, Wealth Advisor
Jake began his career as a financial advisor after graduating from Minnesota State University-Mankato, in 2003, with a Bachelor of Science degree in business management. He has worked with clients for almost two decades, and he earned his CERTIFIED FINANCIAL PLANNER™ certification in 2011. As a CFP® professional, Jake understands the six key areas of financial planning, focusing particularly on retirement planning, investment planning, deferred compensation, and equity compensation. Jake and his wife, both Minnesota natives, have now settled in McKinney, Texas, with their son. In his free time, Jake enjoys cooking, training in jujitsu, and being let down by Minnesota sports teams.