Jake brings over a decade of financial services experience to Merrill and is passionate about delivering consultative, goals-based strategies for clients to help them reach their unique ambitions.
Prior to joining Merrill in 2022, Jake served in similar wealth management and leadership roles at several of the nation’s leading banks and financial services companies. He earned his B.A. in Political Science and Religion from Concordia College – Moorhead, and began his finance career in Chicago before moving back to the Minneapolis area. Jake is a CFP® professional, holds the Chartered Retirement Planning Counselor, CRPC designation, as well as the Certified Trust and Fiduciary Advisor, CTFA designation issued by the ABA Institute of Certified Bankers .
Jake and his wife Marisa live in Eagan with their two young daughters and golden retriever. In his free time, you can find Jake exploring local parks with his girls or on the golf course.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
