• Certified Trust and Fiduciary Advisor, American Bankers Association
• Honors Graduate, Cannon Financial Trust School
• Member of the Walla Walla Valley Estate Planning Council

Jake grew up in Kansas and moved to Walla Walla in 2017 to pursue a career in the wine industry as an enologist. With a desire for change and witnessing first-hand the consequences of poor financial planning, he followed his own personal passion for finance and investing into a career with Baker Boyer in 2022.

As a Wealth Advisor, Jake is driven by the stories his clients share with him and helps them align their portfolio with their vision of a rich life. Defining their financial purpose so they can achieve what’s most important to them – whether that be establishing a charitable legacy, world travel, or quality time with family and friends.

Outside of work, Jake enjoys spending his time with his wife and children in their vegetable garden, hosting friends for dinner, playing recreational sports, or trying to figure out how to play whatever game his daughters have dreamt up.