Jake serves as a Wealth Advisor and offers a comprehensive approach to retirement planning. He provides guidance to prospects as they navigate the financial path leading up to and during retirement. He is always striving to help our prospects work toward an optimal financial future.
Jake is a graduate of the University of Maryland with a Bachelor of Science in Economics. He holds the prestigious CFP® (Certified Financial Planner) designation from the Georgetown University. In addition to life and health insurance licenses and securities licenses 7, 63 and 65. He continues to keep up to date with market and legislative changes that can influence the planning process for his clients.
Jake is an avid traveler and loves to attend live musical events. He also enjoys spending time on the water with family at their lake house in Southern Virginia in the summer, and going snowboarding in the winter.