Areas of Expertise
- Assurance Services (Audit Review Compilation & Other)
- Estate & Trust Tax
- Estate Planning
- Tax Planning
Biography
Jake is a staff accountant who is passionate about demystifying financial information.
As such, Jake aims to clear up the confusion surrounding financial and accounting terminology. He believes in empowering clients with knowledge, tools, and clear next steps, so they can stay informed and in control of their lifestyles. Creative and extroverted, Jake is known for his outside-the-box approach to solving problems and his ability to explain financial concepts in plain language.
Outside of accounting, Jake enjoys hiking and camping with his two golden retrievers and fiancée, downhill skiing, and taking advantage of any opportunity to be outdoors. He loves exploring the mountains, traveling to new places, and spending time playing and watching sports with family and friends.
Education
- Bachelor of Science, Finance (minor in Accounting), University of Wisconsin – Eau Claire, 2025