As an Assistant Regional Vice President at Vistia Capital, Jake specializes in delivering tax-advantaged investments to a variety of clients.
Before Vistia, Jake spent multiple years at a large brokerage firm acting as a broker & financial advisor. He worked directly with clients to help them achieve their financial goals. This experience gave him a broad knowledge of financial markets, investments, and planning strategies.
Jake is a graduate of Colorado State University, holding a bachelor’s degree in Investment Analysis Finance and Real Estate. He holds his FINRA Series 7, 66, and 63. Outside of work, Jake enjoys hiking, camping, traveling, photography, and spending time with his family.