Jake joined WFA in 2017 after graduating from the University of Wisconsin-Milwaukee with Bachelors in Business Administration for both Accounting and Finance. Jake’s area of focus is tax planning, and during his time at the firm his responsibilities have steadily increased. He prepares tax projections for quarterly estimates, withholding adjustments for clients, as well as preparing tax returns. He also assists clients by creating financial plans for retirement planning.

What Jake enjoys most about his work is finding ways to help clients build wealth and save money on their taxes. He also likes helping clients take a proactive approach with their taxes. By getting ahead of the game, he can help clients avoid big liabilities.

When he’s not at the office, Jake loves spending time with his wife, dog, and two cats. He enjoys playing golf, watching the Packers, and supporting the Milwaukee Bucks.