Jake attended the University of Minnesota and obtained degrees in both Accounting and Finance. He is also a CERTIFIED FINANCIAL PLANNERTM that spent nine years in the wealth management industry, before joining The Advocate Group. He enjoys working collaboratively with clients to create planning strategies that best align with their goals and dreams.
In his free time, Jake enjoys spending time with his wife, son, and miniature goldendoodle. He is an avid soccer and golf fan and is always looking for new activities to try.