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.
- Client Associate at Merrill Lynch
Education & Credentials
- BS, Virginia Polytechnic Institute and State University, Finance
- Series 65 license