About Jake
Jacob (Jake) works closely with the advisors’ teams to help build and maintain client relationships. He assists with opening new accounts, scheduling plan review meetings, onboarding new clients, doing administrative duties, and answering any questions a client may have. He always strives to provide the highest quality work to a client.
Jake joined Focus Partners Wealth in 2026. Before joining the firm, Jake worked in the customer service industry for several years while attending college.
Jake has lived around the Harrisburg area for most of his life. In his free time, he enjoys weightlifting, watching sports, cooking, and, when time permits, visiting his parents in Alaska.
Education and Professional Milestones
-Pennsylvania State University – bachelor’s degree
Jacob (Jake) works closely with the advisors’ teams to help build and maintain client relationships. He assists with opening new accounts, scheduling plan review meetings, onboarding new clients, doing administrative duties, and answering any questions a client may have. He always strives to provide the highest quality work to a client.
Jake joined Focus Partners Wealth in 2026. Before joining the firm, Jake worked in the customer service industry for several years while attending college.
Jake has lived around the Harrisburg area for most of his life. In his free time, he enjoys weightlifting, watching sports, cooking, and, when time permits, visiting his parents in Alaska.
Education and Professional Milestones
-Pennsylvania State University – bachelor’s degree