Jake is not just a Financial Planner, but a Coach of Coaches. He has instructed CPA firm owners
from across the country on implementing Higher-Level Tax-Advantaged Wealth
Management Strategies for their clients. Jake is passionate about advising successful business
owners on strategies that were once thought to be reserved for the elite. With his MBA and
Master's Degree in Accounting, Jake has an extensive business Management and Accounting
background, and understands how Mitigating Taxes now and in the future can impact a client's Net Worth and Asset Accumulation.