Client Advisory

Biography

Jake is a Wealth Planner in the Raleigh office. He is a member of the advisory team, providing financial plans & strategies that help clients meet their financial and life goals.

Prior to joining Cerity Partners, Jake worked as a Financial Planner at Cook Wealth.

In his spare time, Jake enjoys playing pickleball, grabbing a cup of coffee with friends, and reading a good book at a local shop!

Education

  • B.B.A from Liberty University
  • M.B.A from Liberty University

Highlights

  • Treasurer of the Financial Planning Association of the Triangle (24 – Present)
  • Serves as a mentor to Providence Church college students

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