Jake has been in the Financial Services Industry since 1999. He is a fourth generation Financial Advisor in Central Indiana and his family has been in the Financial Advisory business since the 1920s. His great grandfather started his business in Muncie and expanded that business to Kokomo, Indiana and other parts of Central Indiana. His grandfather and father continued his business in Muncie, but he has expanded it again back to the to the Kokomo area by partnering with Jackson Financial Group, LLC. and joining their office in addition to the Muncie office. In their combined offices, he partners with three other advisors with over 110 years in combined investment experience in order to give their clients suitable advice on how to help them meet their goals and objectives. His business is primarily focused on retirement planning and estate planning. Jake takes a very in-depth approach to understanding each client's financial situation before giving any financial advice to make sure each client is given the best possible path to help achieve their financial goals and objectives.