Jake’s practice is focused on creating value for his clients through insurance and investment planning, with a concentration on creating strategies that are molded to client’s unique needs. Jake strives to provide his clients education and remove uncertainty in the ever evolving financial world.
Helping people has always been ingrained in Jake’s DNA. Before he began working in financial services, Jake worked as an EMT and wild-land firefighter.
Jake was born and raised in Phoenix, and later attended Northern Arizona University, where he was a leader in his Delta Chi fraternity and graduated with honors with a Bachelor of Science and Business Administration in Finance from the W.A. Franke College of Business. Jake has also been involved with Rotary International for several years. Through Rotary, Jake enjoyed a year-long foreign exchange to Chile, and he is still involved with different Rotary programs today as a Rotarian in the Rotary Club of Camelback Crossroads.
Outside of the office, Jake loves to hike, bike, ski, and spend time with his family, friends, and dog.