Jake serves as an advisor associate in our Reston, VA office, supporting the team’s advisors in managing client relationships and assisting them with all aspects of the financial planning process.

Previously, Jake worked as a Client Associate at Merrill Lynch, helping clients with financial planning. He is also a graduate of Virginia Tech, where he earned a degree in Finance through the university’s CFP® Certification Education Option. In school, he was an active member of several organizations and volunteering opportunities, including the Student Chapter of the Financial Planning Association and his fraternity’s Philanthropy Committee.

Originally from Pennsylvania, Jake now resides in Arlington, VA and enjoys watching Pittsburgh sports and staying active in his free time.

Previous Experience

  • Client Associate at Merrill Lynch

Education & Credentials

  • BS, Virginia Polytechnic Institute and State University, Finance
  • Series 65 license

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.