Jake serves on Verum Partners’ Advisory Team, helping clients bring clarity, structure, and intention to the financial decisions that shape their lives. He is especially drawn to working with clients who value a thoughtful planning process and are looking for a trusted team to help organize, prioritize, and implement decisions over time.

A Charlotte native, Jake earned his B.S.B.A. in Finance from the University of North Carolina at Charlotte and began his career in financial planning at UBS. He later spent six years at Focus Partners, where he developed meaningful experience advising physicians and executives affiliated with Advocate/Atrium Health, as well as public company executives, attorneys, and other professionals navigating complex financial decisions.

Jake was drawn to Verum’s independent, fee-only model because it aligns with how he believes advice should be delivered: objective, coordinated, and centered on each client’s full financial picture. His planning approach blends rigorous quantitative analysis with an understanding of the behavioral and family dynamics that often influence financial decisions.

Jake is a Charlotte native and now lives with his wife in the Plaza Midwood area. Outside the office, Jake is often fly fishing in the Blue Ridge Mountains. When he cannot make it to the river, he is usually tying flies, studying topographic maps, or planning the next trip.