About Jake
Jake decided to pursue a career in financial planning while still in college, realizing early on that he had a passion for helping individuals and families achieve their financial goals. He believes that financial planning is about more than just numbers; it’s about understanding what matters most to his clients and providing them with the confidence to reach their aspirations.
In addition, he understands that personal finance can be intimidating, especially for successful individuals who may not feel comfortable navigating it on their own. Jake finds great satisfaction in helping clients take control of their financial futures and providing them with the peace of mind that comes from having a solid, thoughtful plan in place.
Jake lives in St. Peters, Missouri. In his spare time, he enjoys playing sports ─ namely golf and tennis ─ as well as spending time with his family and his French Bulldog puppy.
Education and Professional Milestones
-University of Missouri - St. Louis - bachelor of science in business administration - finance Emphasis
-Prior to Focus Partners, worked as an advisor for Moneta Group
Jake decided to pursue a career in financial planning while still in college, realizing early on that he had a passion for helping individuals and families achieve their financial goals. He believes that financial planning is about more than just numbers; it’s about understanding what matters most to his clients and providing them with the confidence to reach their aspirations.
In addition, he understands that personal finance can be intimidating, especially for successful individuals who may not feel comfortable navigating it on their own. Jake finds great satisfaction in helping clients take control of their financial futures and providing them with the peace of mind that comes from having a solid, thoughtful plan in place.
Jake lives in St. Peters, Missouri. In his spare time, he enjoys playing sports ─ namely golf and tennis ─ as well as spending time with his family and his French Bulldog puppy.
Education and Professional Milestones
-University of Missouri - St. Louis - bachelor of science in business administration - finance Emphasis
-Prior to Focus Partners, worked as an advisor for Moneta Group