Jake works with high-net-worth individuals, multi-generational families, those preparing for retirement, helping clients navigate comprehensive financial planning, estate planning coordination, tax-efficient planning.

He takes a client-centered and goal-oriented approach to planning, focused on creating long-term strategies aligned with each client’s goals and priorities.

Jake earned bachelor’s degrees in Finance and Business Management from the University of Northern Iowa. His educational background supports a thoughtful and goal-oriented approach to helping clients navigate important financial decisions.

Serving clients in and around Dubuque, IA.