Jake’s passion for financial advising stems from his upbringing in a household where money was always a source of stress. Although his parents worked hard and earned a steady income, the lack of a clear financial plan often led to missed opportunities and emotional strain. Witnessing this impact left a lasting impression on Jake and sparked his desire to build a different future, both for himself and for others.

Originally drawn to psychiatry because of his interest in understanding people, Jake found his true calling in financial advising, a field where he could blend empathy with strategy to make a lasting difference in people’s lives. While earning his degree in Finance from Bowling Green State University, Jake gained valuable experience at firms like Charles Schwab and Stirling Bridge Wealth Partners. Through these experiences, he saw firsthand the difference between firms that treat clients as numbers and those that treat them like people.

Drawn to Axim’s mission of delivering human-centered financial planning, Jake joined the team with the goal of helping clients build confidence around their money. He believes that the right financial plan doesn’t just protect wealth, it brings clarity, confidence, and peace of mind to families navigating life’s biggest decisions.

Outside of the office, Jake enjoys lifting, playing golf, and watching hockey.