CFP®, ChFC®, AIF®, CRPC®, CRPS®
Senior Managing Partner / Member Owner
Through tremendously difficult life experiences, I have come to understand that the only thing that matters is the relationships we build. To that end, I deeply care about the future of each family I work with and I consider it a privilege to work as a servant leader for Savant's clients.
Jake is both an advisor and leader of the advisory team in Savant’s Rockford and Freeport, IL offices. He has a membership interest in Savant.
Jake is passionate about aligning an individual’s values system with their financial goals and strives to empower clients with an understanding of finance that meets their desire and appetite for information. As a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Financial Consultant® (ChFC®), an Accredited Investment Fiduciary® (AIF®), a Chartered Retirement Planning CounselorSM (CRPC®), and a Chartered Retirement Plan SpecialistSM (CRPS®), Jake is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Jake serves on the board of directors for the Severson Dells Education Foundation and the Illinois Area YMCA, an endowment fund that benefits local YMCA staff and volunteers in Illinois and Indiana. In 2016 he was recognized by the Rockford Chamber of Commerce as one of 40 Leaders Under Forty. He is regularly named on Forbes’ list of America’s Top Wealth Advisors.
Jake been involved in the financial services industry since 2007. He is a summa cum laude graduate of Northern Illinois University with a bachelor of science degree in finance and a minor in history.
Jake and his wife Mackenzie are proud parents of their children, Truman and Cecelia, and continually honor the memory of their son, Theodore. Jake is an avid outdoorsman who enjoys hiking, biking, and camping in our national and state parks. He enjoys running cross country and helping coach the Rockford Wildcats, a youth running club in which his kids participate. Jake has a passion for music, both singing and playing, and currently plays piano and guitar.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
2023 Top Next Gen Wealth Advisors: This annual rating was published in August 2023 and was compiled by SHOOK Research. Savant did not pay a fee to be considered for this rating.
2016 Rockford Chamber of Commerce 40 Leaders Under 40: This annual rating was published in November 2016. Savant did not pay a fee to be considered for this rating.
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers https://www.forbes.com/top-next-gen-advisors/#3769d64a6df0. Savant did not pay a fee to be included on any such ranking. After the award was received, Savant purchased two plaques commemorating the achievement. No ranking or recognition should be construed as a current or past endorsement of Savant by any of its clients.