Jake has 25 years of experience in the financial industry. He specializes in comprehensive financial planning and asset management for high net worth clients to help them achieve their long-term goals. He loves building personal relationships with his clients and enjoys the trust he earns over family generations.

Jake lives in East Troy, Wisconsin with his wife, Jessica, and two daughters, Isabella and Grace. He is a dedicated family man who enjoys watching his daughters play basketball, volleyball, softball, and football. Jake spent more than 10 years on the East Troy volunteer fire department to support his local community. He is an avid outdoorsman who enjoys hunting and fishing especially during the cold Wisconsin winters.