PROFESSIONAL PROFILE

As a Merrill Lynch Financial Advisor, it is Jake's goal to be the very best in his field by assisting affluent families, individuals and successful business owners in the development of long-term financial strategies by helping clients with their personal and business finances. He then helps clients organize and set those strategies into action, find solutions and identify opportunities that could influence a client's financial success and security.

Jake stresses a disciplined, long-term approach to investing based upon each client’s specific financial needs and risk tolerance. Every client is different, therefore the amount of time and/or frequency needed to provide detailed financial and investment advice and guidance may vary. However, his commitment to every client is unwavering.

Using proprietary analysis, historical data and Merrill Lynch's objective research, Jake creates customized investment strategies that are designed to help meet clients expectations and long-term goals.

Jake works closely with clients other family advisors including attorneys and accountants focusing on the clients total wealth management needs.

Jake is a graduate of The University of Colorado. He has been in the financial services industry for 6 years. He has been in the Boulder area for 11 years and is originally from Duluth, MN. Jake is an avid golfer, backcountry skier, mountain biker and hockey player and coach. He lives in Longmont with his wife Meggan and their 2 dogs.