In addition to helping with business operations and support, Jake as a next-generation advisor, works alongside his father to provide continuity of service to valued clients.
Before joining our team, Jake graduated from Rockhurst High School in 2018 and the University of Missouri in 2022.
He holds a degree in Business Administration with an emphasis in Finance and Banking, and a certificate in Risk Management and Insurance.
Sharing a passion for serving the financial services industry, Jake immediately joined the UBS Wealth Advice Center after graduating college.
In his previous roles, he helped support and advise thousands of clients on a team-based model.
Outside of the office, Jake is an avid golfer and loves to explore the great outdoors.