Director of Financial Planning & Client Experience

Jake's Bio

With a lifelong passion for numbers and analytics, Jake knew he wanted a career where he could use his skills while positively impacting people’s lives. In 2020, this passion led him to join Strategic Wealth Designers, where he focuses on helping clients plan for a confident retirement.

Jake specializes in goal-oriented planning, having seen firsthand which habits lead to financial success. He is committed to helping clients discover the best path for their situation.

“Start saving now,” Jake advises. “Keep a budget so you can be intentional with where your money is going and prioritize the things that are important to you; drop the things that are not.”

Jake earned his bachelor’s degree in economics from the University of Minnesota. He has passed the Series 65 securities exam and has his life insurance license.

Born and raised in Minnesota, Jake comes from a family of five and loves to travel back and see them as often as possible. He lives in Parker, Colorado, with his fiancé, Mady, and their Goldendoodle, Kulu. In his free time, Jake loves to embrace the great outdoors. Whether snowboarding in the winter or hiking in the summer, he’s always up for an adventure. He’s also an avid golfer and a die-hard Minnesota sports fan.