Who is Jake?
As a Financial Advisor partnered with Northwestern Mutual, I specialize in helping families develop customized financial plans that protect, grow, and distribute their wealth with confidence. My focus is on creating strategies that not only safeguard financial futures but also optimize tax efficiency and offer flexibility to adapt to changing life circumstances.
I work closely with clients to understand their unique goals, challenges, and aspirations, crafting personalized solutions that provide peace of mind through every stage of life. Whether it’s protecting loved ones with life insurance, accumulating assets for retirement, or efficiently managing wealth distribution, and generational transfer of wealth, I am dedicated to ensuring that my clients’ financial lives are aligned with their values and long-term objectives.
My core philosophy is that wealth in and of itself is meaningless, and instead it’s the freedoms that wealth affords us that truly matter. I’d love to connect and learn more about what freedom you’re hoping to achieve for you and your family.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
