Jake focuses on providing exceptional financial services and collaborating with clients to help them become more financially independent. He does this by providing investment strategies tailored to each client. Through a clear, service-oriented approach, he strives to help the client build their financial future with confidence. Jake adds value to the client throughout their life’s events and financial transitions to build long-lasting relationships. By developing personalized wealth plans, Jake formulates strategies and solutions to help clients attain their goals.
Jake passed the Series 7 and 66 exams and holds Idaho life and health insurance licenses. He also obtained the RBC Wealth Management Associate Planning Professional designation. In the financial industry, Jake’s had the pleasure of gaining valuable experience from his roles as a registered client associate and as an investment associate before becoming a financial advisor.
Jake was born and raised in Idaho Falls before moving to Boise. He graduated from Boise State University where he earned a degree in business administration and played as a member of the men’s golf team.
He loves hiking, traveling, visiting the mountains and most outdoor activities. Before joining the financial industry, Jake was a golf professional and enjoys spending time with his family on and off the golf course.
