As leader of the Financial Planning group, Jake is responsible for creating comprehensive financial plans, participating in client meetings, taking the lead on answering financial planning questions, taking clients through reviews and providing support to the wealth management team — especially Jake Falcon, whom Jake joins on most client meetings.

Jake holds a Bachelor of Science in finance with a concentration in business analytics from the University of Kansas. Jake went on to obtain his CERTIFIED FINANCIAL PLANNER^® certification, one of the highest designations in the financial planning field. As a CERTIFIED FINANCIAL PLANNER^® professional, Jake specializes in comprehensive financial plan development, topic research, and personalized financial education. Jake also maintains his Series 7 General Securities and Series 66 NASAA Uniform Combined State Law licenses.

In his free time, Jake enjoys playing sports, reading and going to the lake.

What do you enjoy most about your current role?

One of my most favorite parts of my role is getting to solve complex and stressful problems for clients, and truly getting to know them as people and friends.