About Jake
For Jake, the most rewarding part of his role is putting the pieces together for clients so they can see their entire financial picture. Amid the dynamic world of financial planning, with lots of moving parts, Jake and his team provide guidance and structure as clients map out their financial futures.
As an associate wealth advisor, Jake helps his team problem solve and analyze client situations to provide a clear path for them to achieve their goals. Jake works with clients from all walks of life, and he especially enjoys his work with younger clients; helping them develop healthy financial practices while they navigate new changes and balance their career and lifestyle. For Jake, helping alleviate the stress of financial planning for people is incredibly important so his clients can focus on the things that matter most. When working with clients, Jake credits transparency, communication, and trust to establishing great partnerships.
Previously, Jake worked at UBS where he focused on emerging-affluent clients. Most recently, he was an analyst with Carolina Capital Consulting, working on client-focused financial planning, analysis, and research. He joined Buckingham in 2021 when he and the CCC team merged to establish the firm’s Charlotte, NC location. Jake holds a bachelor’s degree in finance from the University of North Carolina at Charlotte and is also a CERTIFIED FINANCIAL PLANNER™ professional.
A Charlotte native, Jake has also spent time in Atlanta and Grand Rapids, MI before returning home to North Carolina. Outside of work, he’s a car racing enthusiast and enjoys spending time at the track.
For Jake, the most rewarding part of his role is putting the pieces together for clients so they can see their entire financial picture. Amid the dynamic world of financial planning, with lots of moving parts, Jake and his team provide guidance and structure as clients map out their financial futures.
As an associate wealth advisor, Jake helps his team problem solve and analyze client situations to provide a clear path for them to achieve their goals. Jake works with clients from all walks of life, and he especially enjoys his work with younger clients; helping them develop healthy financial practices while they navigate new changes and balance their career and lifestyle. For Jake, helping alleviate the stress of financial planning for people is incredibly important so his clients can focus on the things that matter most. When working with clients, Jake credits transparency, communication, and trust to establishing great partnerships.
Previously, Jake worked at UBS where he focused on emerging-affluent clients. Most recently, he was an analyst with Carolina Capital Consulting, working on client-focused financial planning, analysis, and research. He joined Buckingham in 2021 when he and the CCC team merged to establish the firm’s Charlotte, NC location. Jake holds a bachelor’s degree in finance from the University of North Carolina at Charlotte and is also a CERTIFIED FINANCIAL PLANNER™ professional.
A Charlotte native, Jake has also spent time in Atlanta and Grand Rapids, MI before returning home to North Carolina. Outside of work, he’s a car racing enthusiast and enjoys spending time at the track.