Contact Jake if you have questions about:
Financial & Retirement Planning
Investment Advice
Information about TEN Capital
Jake is a Principal and serves as the President of TEN Capital Wealth Advisors, where his primary role is to oversee the practice’s vision for delivering a seamless and personalized client experience. Over the past 14 years, TEN Capital has grown into a comprehensive wealth management solution for clients and their families.
Jake’s career in financial services began 20 years ago, where he rose quickly through the ranks of both regional and national banking institutions before transitioning into Wealth Management in 2011. Although investment management is an integral part of what he does day-to-day, Jake found that focusing on each client’s broader financial picture and crafting solutions to meet their long-term needs, both investment and otherwise, was his true passion.
An Alumni of Florida State University, Jake studied Marketing and Economics after spending the formative years of his life on a wheat farm in eastern Washington State. Growing up in a small farming town taught Jake the value of working hard and taking care of the people around him, the same values he brings to Financial Life Management.
Jake has been integral in helping implement the vision of TEN Capital since its inception. These days, he spends his working hours managing client relationships, overseeing the continued growth of the Ten Capital team, and working with his fellow practice leaders to push Ten Capital to new heights. When he isn’t working, Jake serves on numerous non-profit boards, speaks regularly on behavioral finance and leadership at universities and industry conferences, coaches his kiddos’ sports teams and enjoys getting out on the golf course. At the end of the day, Jake credits all of this to the support of his amazing wife Jamie and his incredible children Nya and CJ.