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, he was a global customer service satisfaction controller for Novellus Systems, where he managed and controlled eight different 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 2022 and #6 in Kansas in 2021 and 2020.
Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2020 through 2022 were published in January 2020, February 2021, and April 2022, and were based on June 30th data, including 1- and 5-year periods.
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