We offer a team approach to financial planning, offering you a broader scope of experience than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Jake and his team works with families, individuals, trusts, and small businesses to strategize and implement plans for financial independence, growth, and overall success. He prefers a comprehensive approach, and seek a deeper understanding of the realworld impact when clients achieve their goals. He combines customized investment strategies with insurance planning and debt management to develop plans that are realistic and straightforward, and pride himself on educating clients to be empowered to participate in the process. Jake accepts new clients based on certain guidelines, and focuses on working with individuals and groups who are kind, forthcoming, committed to their own financial success, and collaborative in their mindset.