Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Principal
Chicago
Client Advisory
Jake is a Principal in the Chicago office. He is a member of the Executive Financial Counseling team, responsible for providing financial planning, investment management, estate planning, and tax services.
Prior to joining Cerity Partners, Jake worked as a Relationship Manager at Beacon Trust, where he provided comprehensive financial planning services for high-net-worth individuals. Jake began his career in wealth management as an Associate for Baird.
Q:
Why is your work important, especially today?
Our financial lives are more complex than ever. Between portfolio management, taxes, insurance, estate planning, financial planning, equity compensation, and so on, it all can feel very overwhelming. Having someone who can serve as the "quarterback" to oversee all of your financial needs and work in lockstep with your other financial professionals can be incredibly valuable.
What differentiates Cerity Partners from other firms in our space?
The breadth of knowledge and expertise spread across our firm is truly unbelievable. We really mean it when we say we provide holistic wealth management.
What does the world need now more than anything?
More people who are willing to listen first, speak second.
Partner & Market Leader
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