2 weeks ago
Financial Planning Checklist
In times of market volatility, it’s natural to feel uncertain...
Financial Advisor,
Relationship Manager
Jake joined CAPTRUST in 2022 and serves as a financial advisor, relationship manager. He works to provide unbiased, comprehensive financial advice to our private wealth clients through long-lasting trusted relationships. Jake’s background is in accounting, and he previously served as an auditor for Eide Bailly and as a controller for Hunt Electric, Inc.
He holds a Bachelor of Arts degree in accounting from Southern Utah University and a Master of Accountancy degree from Southern Utah University.
Outside of the office, Jake enjoys spending time with his wife and three children, exploring the mountains. He is also passionate about soil health and how to be a better land steward by implementing regenerative agriculture principles on his family farm.
2 weeks ago
In times of market volatility, it’s natural to feel uncertain...
3 weeks ago
Read on to learn more about the relationship between risk...
2 months ago
In this video, CAPTRUST Financial Advisor Brandon Aber describes how...
2 months ago
A year ago, markets were coming off one of the...