Jake is the President and Director of Retirement Planning of TEN Capital Wealth Advisors where his primary role is the design and implementation of each facet of the retirement and financial planning process. TEN Capital’s mission to deliver industry leading planning tools and technology in a manner that places each client’s specific goals and aspirations at the center of the process is what drives Jake each day.
He started his career in the financial services industry thirteen years ago and quickly discovered that finding solutions for clients that created confidence and genuine peace of mind was his calling. Although investment management is an integral part of that process, Jake found that focusing on each client’s broader financial picture and crafting solutions, to meet their long-term needs, both investment and otherwise, was his true passion.
An Alumni of Florida State University, Jake studied Marketing and Economics after spending the formative years of his life on a small wheat farm in eastern Washington State. Growing up in a small farming town taught Jake the value of working hard and taking care of the people around you, the same values he brings to Financial Life Management.
After spending the first part of his career in banking as a Corporate Trainer and Practice Management Consultant for a large regional bank out of Seattle and a Financial Advisor for a global investment firm, Jake decided it was time to come back to his roots in Eastern Washington.
Jake joined TEN Capital at its inception in 2012. The firm was created to be independent, client focused and free of the conflicts of interest that can all too often arise in the industry. In addition to TEN Capital, Jake is an active member in the community, while also serving in leadership positions with numerous non-profits and volunteer organizations. He calls Spokane his home and enjoys spending time with his lovely wife Jamie, daughter Nya and his dog Hercules.
Contact Jake if you have questions about:
- Financial & Retirement Planning
- Investment Advice
- Information about TEN Capital