With more than a decade of experience in the financial services industry, Jake is committed to helping clients pursue their financial goals, navigate the markets through both good and uncertain times, and preserve their legacies.
Jake works closely with clients to develop sophisticated, yet clear strategies to help them achieve their objectives. He monitors both the retirement planning and investment landscape to stay up to date on the latest trends to help optimize appropriate financial solutions for clients. Additionally, he is responsible for the oversight of Falcon Wealth Advisors’ culture and is committed to providing clients with an excellent experience.
Jake earned his Bachelor of Business Administration degree from the University of Texas at San Antonio. He holds the Chartered Retirement Planning Counselor® (CRPC®) designation and has completed the Investment Strategies and Portfolio Management Executive Education Program at The University of Pennsylvania’s Wharton School of Business. In 2016, Jake was featured in Ingram’s Magazine’s prestigious “40 Under 40” list. He was also listed in the Forbes 2018 & 2019 list of America’s Top Next-Gen Wealth Advisors.
In his free time Jake enjoys playing golf, attending sporting events, and traveling with his wife Rachel.