Jake focuses on investment and retirement planning with additional insight into risk management. He has a long track record of helping individuals and families achieve their financial goals for the future.
Jake begins all retirement planning sessions with a retirement income analysis, which is the cornerstone of the wealth planning process. He joined RBC Wealth Management in 2024, as he felt that RBC had the resources he needed to produce wealth plans that addressed the true needs of his clients.
Jake helps establish the facts, hopes and fears of the investment landscape. He finds the weight of concern about his client’s financial future and teaches them that their financial uncertainty can be lifted with a first-rate plan in place.
Jake has three wonderful children ages 11 through 18. When he’s not working, you can find him outdoors fishing, hiking and camping. He also spends a lot of time reading and studying with an interest in history, psychology and financial markets.
