Jake is a Private Wealth Manager and holds the CFP® (CERTIFIED FINANCIAL PLANNER ™ ) designation and Series 65. He graduated from The University of Nebraska at Omaha in 2021 with his bachelors, majoring in Investment Science and Portfolio Management. He believes money is a tool that enables people to express and live in alignment with their values.
Before joining Stevens Capital Partners, Jake was part of an advanced planning team where he assisted advisors and clients nationwide in navigating the complexities of various financial topics. This role allowed him the opportunity to work on several unique and challenging scenarios. Through these experiences, Jake quickly learned that accurate calculations and analysis are vital aspects of a financial plan, but even more important are the underlying values that act as a guide. By keeping this focus, Jake is able to help clients more confidently pursue their goals.
Jake and his wife, Morgan live in Omaha with their two children - Harper and Wesley. Jake's "four F's" are Faith, Family, Fitness, and Finances. Outside of work, Jake enjoys serving in his church, taking their kids to the zoo, and finding hole-in-the-wall restaurants with Morgan.
Before joining Stevens Capital Partners, Jake was part of an advanced planning team where he assisted advisors and clients nationwide in navigating the complexities of various financial topics. This role allowed him the opportunity to work on several unique and challenging scenarios. Through these experiences, Jake quickly learned that accurate calculations and analysis are vital aspects of a financial plan, but even more important are the underlying values that act as a guide. By keeping this focus, Jake is able to help clients more confidently pursue their goals.
Jake and his wife, Morgan live in Omaha with their two children - Harper and Wesley. Jake's "four F's" are Faith, Family, Fitness, and Finances. Outside of work, Jake enjoys serving in his church, taking their kids to the zoo, and finding hole-in-the-wall restaurants with Morgan.
At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.
.webp)
