About Jake
For Jake, the most rewarding part of his role is putting the pieces together for clients so they can see their entire financial picture. He and his team provide guidance and structure as clients map out their financial futures.
Jake helps his team solve problems and analyze client situations to provide a clear path for them to achieve their goals. Jake works with clients from all walks of life, and he especially enjoys his work with younger clients, helping them develop healthy financial practices while they navigate new changes and balance their career and lifestyle.
A Charlotte native, Jake spent time in Atlanta and Grand Rapids, MI, before returning home to North Carolina. Outside of work, he’s an avid outdoorsman and especially enjoys fly fishing in the Blue Ridge Mountains' high country. When the fish aren't biting, he's tying flies or reviewing topo maps for his next trip.
Education and Professional Milestones
-University of North Carolina at Charlotte - bachelor’s degree in finance
-Has worked at UBS, focusing on emerging-affluent clients
For Jake, the most rewarding part of his role is putting the pieces together for clients so they can see their entire financial picture. He and his team provide guidance and structure as clients map out their financial futures.
Jake helps his team solve problems and analyze client situations to provide a clear path for them to achieve their goals. Jake works with clients from all walks of life, and he especially enjoys his work with younger clients, helping them develop healthy financial practices while they navigate new changes and balance their career and lifestyle.
A Charlotte native, Jake spent time in Atlanta and Grand Rapids, MI, before returning home to North Carolina. Outside of work, he’s an avid outdoorsman and especially enjoys fly fishing in the Blue Ridge Mountains' high country. When the fish aren't biting, he's tying flies or reviewing topo maps for his next trip.
Education and Professional Milestones
-University of North Carolina at Charlotte - bachelor’s degree in finance
-Has worked at UBS, focusing on emerging-affluent clients