Experience and Education
Jake works with high-net-worth individuals and institutions to help them develop investment policies, asset allocation solutions and multigenerational wealth planning strategies.
Prior to joining Mariner Wealth Advisors, Jake was a global customer service satisfaction controller for Novellus Systems, where he managed and controlled eight regions throughout the world.
Jake has a bachelor’s degree in accounting and finance from the University of Idaho.
Jake was named to Forbes’ Best-In-State Wealth Advisors list, ranking #3 in Kansas in 2023 and 2022 and #6 in Kansas in 2021 and 2020. He was named to Barron’s Top 1,200 Advisors list, ranking #5 in Kansas in 2023.
Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2020 through 2023 were published in January 2020, February 2021, and April of 2022 and 2023, and were based on June 30th data, including 1- and 5-year periods.
Top 1,200 Advisors: Advisors are ranked and organized on a state-by-state basis. Barron’s rankings for 2023 were published in March of each award year based on the previous year’s September 30th data, including 1- and 5-year periods. No fee was paid for participation in the rankings; however, some advisors have paid a fee to receive expanded profile features on the ranking website.
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