Jake, a native of Omaha, NE, is a dedicated Wealth Advisor with six years of experience in the financial industry. Before joining the Diversified Solutions team in July 2023, Jake spent three years as a broker for TD Ameritrade and worked in Retirement Advisory services with Creative Planning in Kansas City.

Jake earned his bachelor’s degree in business administration with a minor in Spanish from Hastings College, where he also played collegiate soccer and was a member of the track and field team. His academic and athletic background has instilled in him a strong work ethic and a commitment to excellence.

Specializing in investment management, retirement planning, and income strategies, Jake is committed to providing personalized service and building long-term relationships with his clients. He takes pride in crafting holistic financial plans tailored to each client’s specific desires and retirement aspirations.

Residing in the greater Kansas City area with his wife, Jorie, Jake enjoys spending time outdoors with their dog and exploring all that Kansas City has to offer. The couple is eagerly anticipating the arrival of their first child in the fall.