Jake is a Paraplanner at Legacy Private Wealth Partners. He enjoys working with clients to help them achieve their financial and personal goals.
Jake took a unique path to his career in wealth management. He graduated from Grand Canyon University with a degree in mechanical engineering and a master’s in business administration. He started his career in the aerospace industry until he decided he wanted the opportunity to connect with clients and serve others. Jake subsequently earned his SIE®, Series 7, and Health and Life insurance certifications.
Outside of work, there’s nothing Jake loves more than spending time with his family and friends, indulging in activities such as golf, volleyball, and skiing, and enjoying life with his wife Emily.