Designations and Licenses

Jake holds the CERTIFIED FINANCIAL PLANNER™ designation.

Experience and Education

Jake provides customized planning by identifying and providing wealth solutions based on a client’s specific needs and objectives.

Prior to joining Mariner, he worked as a client service associate for Zhang Financial.

Jake holds a bachelor’s degree in business from Kalamazoo College.

Personal Interests

Jake enjoys golfing and swimming and is an avid fan of the Detroit Lions.