Jake is a dedicated Financial Advisor who helps his clients not only get to retirement, but through it. Guided by the belief that “a goal without a plan is just a wish,” Jake works closely with individuals and families seeking a secure and stress-free retirement. His approach is comprehensive and holistic, ensuring that every aspect of his clients’ financial lives is considered and aligned with their long-term goals.

Jake’s financial career began at New York Life, where he built a solid foundation in insurance, annuities, investments, and financial planning. This experience has equipped him with the knowledge to develop robust financial strategies tailored to his clients’ unique needs and life stages.

Born and raised in the Greater New Orleans area, Jake still calls it home with his wife, Elaine, and their three young children: Olivia, Marley, and Carson. Outside of work, Jake enjoys spending time with family, staying active, enjoying a round of golf, relaxing by the lake, and pursuing his passion for woodworking.

With a focus on clarity, confidence, and long-term planning, Jake is committed to guiding his clients through every step of their financial journeys, ensuring they have the peace of mind they deserve.