Driven by a passion for building meaningful relationships, Jake values being part of a team that helps clients feel understood, supported and confident at every stage of their financial journey. As an Associate Wealth Advisor, he works alongside the Sequoia team to deliver comprehensive guidance, working to align each client’s plan with the life they envision. He is motivated by the opportunity to listen closely, ask insightful questions, and help translate complex financial concepts into clear, actionable steps. 

Jake graduated from Penn State University with a Bachelor of Science in finance and earned a Financial Planning and Analysis certificate from Wharton Online. Outside of work, he enjoys spending time with family and friends, relaxing at the beach in Stone Harbor, and playing golf or fishing. He also remains a dedicated supporter and contributor to Penn State’s THON, which raises funds to help conquer childhood cancer.