Jake has worked in the wealth management industry since 2009. His passion for sound financial planning started while working in a family wealth management office in Kentucky. This experience created in him a desire to be a proactive resource for people as they navigate the complexities of creating long-term wealth. Jake joined Mint Hill in 2022 as a partner with the purpose of expanding and strengthening the firm’s financial planning relationships.

It is not lost on Jake that discussing one’s personal finances often comes with a certain amount of angst or stress. He is committed to building a level of trust that allows for him to take that weight off his clients’ shoulders. He believes stress is relieved when you are able to eliminate ambiguity and take clear steps towards a stated goal. Jake is a Registered Representative with Ausdal Financial Partners, Inc., and holds various securities and insurances licenses.

Jake lives in Charlotte with his beautiful wife Lena and their two boys. They are passionate about serving in their local church and community. As a family they enjoy camping, hiking, and anything else that gets them outdoors. 

Check out the background of this investment professional on FINRA’s BrokerCheck.