As an Equity Analyst, Jake plays a key role in researching companies to identify potential investment holdings.
Prior to joining Carson Wealth, Jake worked as a Financial Analyst at SilverStone Group, Inc. He earned his BS degree in Chemistry and MBA from Creighton University. He also received his Master’s of Securities Analysis and Portfolio Management (MSAPM) and is a CFA® charterholder.
He enjoys fishing, reading, horticulture (specifically Orchids), coral reef husbandry, and cooking in his spare time.
Cheeseburgers & Tacos
Best piece of financial advice received:
Save, save, save
“You must be the change you wish to see in the world.” – Gandhi
If Jake could meet anyone, past or present, it would be:
Leonardo Da Vinci
Pillars of the Earth by Ken Follett
What motivates Jake:
Place Jake would most like to visit:
Request an Appointment
Whether you’re preparing for your retirement, navigating the death of a loved one, in the midst of a divorce or changing a job, our comprehensive financial planning services can help you make the smartest decisions for both you and your family.