Our team aims to help clients understand the possibilities that await them and their family. Our integrated financial planning approach allows us to understand our clients core beliefs and what matters most to them.
View Personal Bio
Jake was raised in Erin, WI right next to Holy Hill. He married his high school sweetheart, Julie, in 2013. Today they live in Richfield, WI with their son, Sawyer and dog Jack. They enjoy traveling, camping, hiking, golfing, fishing, and anything outdoors.
Professionally Jake and Julie stay incredibly busy but also feel it's extremely important to have plenty of family time and create that optimal work/life balance. Jake’s wife, Julie, manages her own leadership and performance coaching company while also acting as the Director of Marketing for Jake and his financial planning practice.
They both are extremely passionate about creating a legacy and making a positive impact on the world. Entrepreneurism has allowed them to create their ideal balance between family time, helping clients, and volunteering/giving back to the communities. They have extremely high expectations of themselves and continue to support charities they feel passionate about.