Jake is passionate about working with business owners and individuals to help them build their financial dream. He has over 15 years of experience and brings a wealth of knowledge to educate clients on what is possible. He is dedicated to learning, receiving his CERTIFIED FINANCIAL PLANNER™ designation from the American College. Jake has also received his Chartered Financial Consultant® and Chartered Life Underwriter® designations, as well as his Certified Exit Planning Advisor designation which has a focus on helping business owners through the exit planning process. Jake has served on several boards, including his role as president of the Utah Valley Estate Planning Council (2018). Jake is also an alumnus of the Goldman Sachs 10,000 small business program.

Jake enjoys quality time with his wife Ashley and their two kids, Cameron and Taylor. Jake’s passions outside of work include golfing, Utah Jazz, BYU football, and traveling to new places.