Boston, Massachusetts Office
-
Jake loves helping people understand and reach their objectives — whether those goals are financial or involve other parts of their lives. Jake recognizes that every situation is unique, and finding the best path forward for each individual or family is what excites him each and every day.
-
Previously, Jake served as a Financial Planning Associate at Clarfeld Citizens Private Wealth.
-
Jake holds a B.A. in Sociology and a Certificate in Markets & Management from Duke University. He completed his accreditation as a CERTIFIED FINANCIAL PLANNER™
-
Jake finds satisfaction in the many challenges of golf, which he played competitively in college at Duke, and then for three years on the PGA TOUR Canada/Latin America. He continues to compete on the national amateur golf stage and works with the Massachusetts Golf Association and First Tee of Massachusetts at clinics that teach America's youth about golf and the life lessons the sport can provide. When he’s not playing in golf events, Jake and his fiancé are trying all the new restaurants Boston and Cape Cod have to offer.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
A Financial Planner’s Guide to Roth...
Maximize your retirement savings with...
If you work for a company, you might be...
After meeting your RMD, you can...