Welcome!
Hi! I'm Jake, and if you found me, you’re likely looking for support with managing your investments, financial planning or modeling and preparing your taxes. Maybe you're looking for help with all of them! Perfect - that's exactly what I do!
As a Denver investment advisor, Certified Financial Planner™, Chartered Financial Consultant, and Enrolled Agent with the IRS with over 20 years of financial industry experience, I take pride in the relief my clients feel knowing they’re working with an advisor who is authentic, competent, ethical, transparent, and yes—even fun. 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 unfolds.
Take a look around and when you're ready, book a complimentary web meeting to learn more!
Thanks for stopping by!
