Jake began his career as a financial representative, and then as a Client Care Specialist for JP Morgan Chase, before starting his position with FORM Wealth.
Jake was born and raised in Elkhorn, WI, and is the second oldest of four boys. He married his high school sweetheart, Ciara, after they graduated college. They have two dogs, Nala and Bucky, who love to play outside.
Whether it is through volunteering his time, coaching, or developing relationships, Jake loves being able to give back to the community that has given him so much. He also enjoys spending time with his family on Lauderdale Lake, hiking with the dogs, and golfing.
Credentials and Educational Highlights
- Bachelor’s degree in Personal Finance from UW-Madison