He has a special interest in financial planning for the next generation and helping professionals navigate investing, saving, career changes, and major life milestones.

He earned his B.S. from the University of Maryland in 2019 and an M.S. from Drexel University in 2022. Before entering financial services, he spent three years as a Senior Business Data Analyst with Aramark Sports + Entertainment in Philadelphia, where he used data and analytics to support event operations, performance, and strategic decision-making.

Jake lives in downtown Philadelphia with his fiancée, Sami. Outside of the office, he enjoys spending time with family and friends, golfing, cooking, and supporting Philly’s sports teams.