Jake earned his Bachelor's degree in Business Administration, with a major in Finance and Banking, from the University of Missouri in 2021. After graduating, he entered the securities industry and found his true passion: helping people reach their financial goals. Jake holds his SIE, Series 7, and Series 66 licenses, along with his Life and Health insurance licenses.
Jake works out of our downtowntown Fulton and Columbia offices, where he plays an active role in our partnership with The Callaway Bank. He's always learning new strategies that benefit his clients and is committed to their financial success and peace of mind.
Jake is especially passionate about financial literacy for younger investors. He works with local groups to help close the investing knowledge gap in our communities.
A proud Columbia native, Jake and his wife, Emma, still call Columbia home. Outside the office, he's a devoted fan of Mizzou athletics and the Kansas City (Missouri) Chiefs. He enjoys golfing, spending time with friends and family, and eating at his favorite local spots. You might also find him snowboarding in Colorado or scuba diving as he works toward his PADI Advanced Open Water certification.