Jake is a Certified Financial Planner™ professional, Accredited Asset Management Specialist™, and Retirement Income Certified Professional®. Since joining Hilltop in 2019, Jake has specialized in comprehensive financial planning, retirement strategies, and wealth management solutions for individuals, families, and professionals seeking to build a confident financial future.
With over a decade of experience, Jake helps clients create tax-efficient portfolios, plan for long-term financial security, and navigate life’s transitions with confidence. His approach combines personalized financial planning with strategies for estate planning, risk management, and retirement income solutions.
Family is at the heart of everything Jake does—both personally and professionally. He understands that financial planning is about more than numbers; it’s about creating security and opportunities for the people you love. Jake works closely with clients to design plans that protect their families, support future generations, and reflect their values. At home, Jake and his wife Allison are raising three wonderful children—Autumn, Ambrose, and Trever—in the vibrant community of Kickapoo. Whether coaching youth sports, enjoying woodworking projects, or spending time outdoors, Jake treasures every moment with his family and brings that same commitment to helping yours thrive.
Jake is deeply involved in the Peoria community, serving as an Ambassador for the Peoria Area Chamber of Commerce for 12 years and supporting local non-profits through fundraising and volunteer work.
A proud Davenport native, Jake graduated cum laude from St. Ambrose University, where he also played four years of varsity football. Today, he continues to combine his passion for family, community, and financial planning to make a lasting impact.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
Raymond James is not affiliated with the above organizations and/or charitable causes.