Jake is an experienced wealth management and financial services professional with a diverse background advising individuals, families, entrepreneurs, and institutional clients. Throughout his career, he has focused on helping clients navigate complex investment and financial planning decisions with a thoughtful, long-term perspective.

Since 2017, Jake has been with Passive Capital Management, LLC, where he serves clients in a fiduciary capacity. His experience also includes roles with Greenspring Wealth Management, PNC Wealth Management, and Deutsche Bank, giving him a broad perspective across investment management and wealth planning.

Jake earned his Bachelor of Arts in Economics from Gettysburg College in 2010 and his Master of Management from Wake Forest University in 2011. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2020 and serves as a Trustee of Gettysburg College.

Jake has a particular interest in succession planning and enjoys helping financial advisors, entrepreneurs, and business owners think through complex decisions that affect both their businesses and their long-term legacies. He is also passionate about history and remains an avid Philadelphia sports fan.