Jake is a native Floridian growing up in Orlando and attending Dr. Phillips High School where he played baseball and graduated as valedictorian.

He is a devoted husband to his wife Erin and father to their three sons Rhett, Archer and Calvin. Jake and Erin are proud of their fun family and are members at Holy Family Catholic Church.

Jake is an active member in The Men of Holy Family and a supporter of Dr. Phillips High School baseball. In his free time he enjoys playing softball and golf.


Jake has a Bachelors of Science in Business Administration with a concentration in Finance from the University of Florida. He's worked in the personal finance industry since 2005. During that time he has earned the CFP® and CFA designations, worked as a portfolio consultant for a fortune 500 company and ran operations and compliance for a large SEC registered investment advisor.

In 2017 Jake opened his own registered investment advisory firm to better serve his clients. Jake works as a fee based financial planner. All of his financial planning and investment advice is delivered with a fiduciary standard placing client's best interests first. This helps build strong relationships based on trust and common goals. We do not sell any commissioned products.

Certified Financial Planner practitioners go through education and testing designed to give them the skills and knowledge to handle comprehensive financial planning. They carry a fiduciary standard and must adhere to a strict ethical code. Learn more at

The Chartered Financial Analyst designation requires years of experience and study. Fewer than 1 in 5 candidates achieve the designation. CFA Charterhoders adhere to a strict ethical code and are dedicated to the highest standard for their clients. Learn more at