Hi! I'm Jake, and if you’re here, you’re likely looking for wealth management or clarity around your current and future financial condition.  Perfect - that's precisely what I do!

As a Denver investment advisor, Certified Financial Planner™, Chartered Financial Consultant, and Enrolled Agent with the IRS, with nearly 20 years of financial industry experience, I take pride in the sense of relief my clients feel knowing they’re working with an advisor who is authentic, competent, ethical, transparent, and yes - even fun.  And, as a father of two, I know how important it is to set goals and have a clear plan in place, then adjust accordingly as life happens!