Jake serves as the Client Relations Specialist as he continues to further his education through industry examinations in pursuit to being a Financial Advisor. Jake has worked in the financial services industry since earning his undergraduate degree and currently holds his Life & Health licenses along with his Series 6.
Before joining Longroad Wealth Managers, Jake studied Economics and Philosophy at Xavier University in Cincinnati where he is currently pursuing his Masters in Business Administration.
Jake comes from a large family who are big on community and support, and he plans to bring this family love to his current and future roles. Jake builds his character with integrity as his forefront, and extends integrity to everyone he works with. When Jake isn’t working or furthering his education, he is hanging out with friends, playing drums in his church, rooting for the Cincinnati Bengals, or listening to Rush.