Jake’s journey in finance started during the 2008–09 recession, when he worked in retail banking and saw firsthand how uncertainty can shake people’s financial confidence. That experience lit a fire to do more than just manage accounts—it inspired him to help people build clear, practical plans for their money and their future.
A graduate of Marshall University in Sports Management and Marketing, with a Master’s in Communication from Edinboro University, Jake joined the team in 2015 after five years in banking and financial consultation. Today, he focuses on helping individuals and families simplify their finances, grow wealth, and make confident decisions that align with their goals.
Jake lives in Loyalsock Township with his wife, Ashley, and their two daughters. He’s a big believer in community—coaching youth sports and high school basketball, serving on his church’s finance committee, and supporting local organizations. When he’s not working with clients or on the sidelines, you’ll probably find him on the golf course or camping with his family at one of his kids’ sporting events.