Jake is a Certified Trust and Fiduciary Advisor (CTFA) with a degree in Business Management. He has over 18 years of experience in the financial services industry and specializes in investment management, financial planning, and trust management. He offers his experience and expertise to manage individual clients, non-profits, municipalities, and businesses by managing investment assets and trusts. He also holds his series 7 & 66 licenses as well.

Jake is married to his wonderful wife, Erica. Together they have been blessed with three children, Jameson, Aria, and Joshua. He has lived in Winslow his whole life and cherishes the opportunity to work in the local community to help our neighbors find housing, financial stability, and security.