Jake has worked along side his father Chad for two years at Panoptic Wealth Advocates and is now in the midst of creating his own practice at Genex. Embracing the spirit of an ensemble practice he has been a key part in bringing the best of both Panoptic and Genex to each one of their clients. Jake’s ideal client is someone that understands business and what it takes to succeed. Most of his clients look at him and see a young driven version of themselves, giving them the ability to put their trust in him and the more than 60 years of experience around him.
As a young man he played baseball at both Vianney High School and Quincy University, where he obtained his finance degree. His other passions other than Baseball and work include playing sports with the many friends he has created throughout the years and making memories with his girlfriend Katie.
Bachelor of Finance Degree – Quincy University
Series 7 securities registrations held with Private Client Services. Series 66 securities registration held with Private Client Services and Genex Consulting.