Jake is an author, the son of a dentist, a retired naval submarine officer and one of the few CERTIFIED FINANCIAL PLANNERTM Professionals who specializes in working with dentists. Having over a decade of experience, Jake coordinates with a dentist's CPA, attorney, business broker, banker, consultant, and vendors to smoothly implement creative financial strategies.
A leader in his profession Jake has been twice elected by his peers as the President of the Hampton Roads Financial Planning Association. A leader in my profession, he has a unique understanding of the commitment it takes to maintain the standard-of-care and to exceed a client's expectations.
Jake is fiercely committed to helping his professional clients. By smoothly coordinating between their business and personal financial lives he helps clients work toward achieving their financial goals and lead life on their terms. He lives in Norfolk VirginIa with his wife Qaren and their sons Jerzy and Kasper.
