Menu
Jake is a Wealth Management Associate who assists our advisors in planning for a large segment of our clients. He supports our team with significant professional resource and capacity related to all areas of planning and investing. Jake is a gifted researcher and communicator. His knowledge and passion for the field of financial planning has grown immensely during his time with the firm.
Jake earned his Bachelor’s in Finance from Stonehill College, graduating 1st in his class for Finance. His constant intellectual curiosity leads him to be a voracious reader and learner, especially pertaining to topics that interest him like economics, geopolitics, history, and philosophy.
Jake enjoys his time away from work and places a high priority on life balance. Family and friends are of huge importance to him and he also has fun playing sports, traveling, and pursuing his childhood joy of improving his guitar skills.
72 Taunton Street
Plainville, MA 02762
P: 781.489.9800
info@trovepw.com
Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Trove Private Wealth™ is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
C12 equips Christian CEOs and owners to build great businesses for a greater purpose.
