CFP®, ChFC®, AIF®, CRPC®, CRPS®
Financial Advisor / Team Lead / Member Owner
Through tremendously difficult life experiences in the past 10 years, 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 a team leader of a group of advisors that is responsible for managing over $1.5 billion in assets. He has particular interest in 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.
Jake has 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 is 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 serves on the board of directors for 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. In 2023, for the sixth time in seven years, he was named on Forbes’ list of America’s Top Next Generation Wealth Advisors. Jake is frequently interviewed by local TV stations and has been quoted by both local and national publications, including The Wall Street Journal, US News and World Report, Forbes, and the Rockford Register Star.
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 has a passion for music, both singing and playing, and currently plays piano and guitar.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Schedule a No-Obligation Introductory Call
Schedule a Call