"Working at DWM has given me the unique opportunity to be a part of an amazing team of advisors who go the extra mile for clients because they truly care. I strive to do as much as I possibly can to help others succeed in life and being here at DWM has allowed me to work with peers who truly share that goal, which is an exciting experience. I look forward to utilizing the skills I learn here to assist those in need."
Jake joined DWM in 2017 as an Account Associate and has committed himself to learning the wealth management process. He graduated from Carthage College with a Bachelor's degree in Mathematics. Jake was a member of the Carthage Co-ed Bowling Team and is an avid gamer. Jake is a die hard Arizona Coyotes fan and a proud brother to his sister, Ashlynn, and his two dogs, Gizmo and Rambo.
Bachelor of Arts (B.A.), Mathematics: Carthage College-2017
Minor: Computer Science, Concentration: Pre-engineering
Internships: Bohnak Engineering