“By pride comes nothing but strife, But with the well-advised is wisdom.” Proverbs 13:10, KJV
Client Service Advisor
Jake joined Strategies Wealth Advisors as a Client Service Advisor in April 2021. He is a former Financial Advisor and maintains his licensure as an investment advisor representative and securities agent. Jake is also a veteran who served as a Combat Medic in the United States Army for seven years. He was stationed in Seoul, South Korea; San Antonio, Texas; and Kaiserslautern, Germany as he worked to complete his Bachelor’s Degree in Business Administration from University of the Incarnate Word. Jake is passionate about finance and investing, and enjoys serving clients as they work to reach their financial goals.
Jake and his wife Ali have two daughters; Piper and Remi. He most enjoys spending time with his family and making memories.