Jake entered the investment business as a Financial Advisor in 2008 with Baird. He holds the Accredited Wealth Management Advisor (AWMA®) designation through the College for Financial Planning. Jake earned a Bachelor’s degree from the College of Business at Indiana State University, with a triple major in Finance, Operations Management & Analysis, and Business Administration. Each of his three majors were earned with Honors recognition. Jake also played college football at the quarterback position for the Sycamores.
Jake is a proud parent of three boys. Outside of spending time with his boys, he enjoys playing golf. Jake stays involved with his high school alma mater, Mater Dei, and previously served on the board of directors of SWIRCA & More.