Meet Jake


As an Equity Analyst, Jake plays a key role in researching companies to identify potential investment holdings.

Prior to joining Carson Wealth, Jake worked as a Financial Analyst at SilverStone Group, Inc. He earned his BS degree in Chemistry and MBA from Creighton University. He also received his Master’s of Securities Analysis and Portfolio Management (MSAPM) and is a CFA® charterholder.

He enjoys fishing, reading, horticulture (specifically Orchids), coral reef husbandry, and cooking in his spare time.

Favorite food:

Cheeseburgers & Tacos

Best piece of financial advice received:

Save, save, save

Favorite quote:

“You must be the change you wish to see in the world.” – Gandhi

If Jake could meet anyone, past or present, it would be:

Leonardo Da Vinci

Favorite book:

Pillars of the Earth by Ken Follett

Favorite movie:

Star Wars

What motivates Jake:


Favorite holiday:


Place Jake would most like to visit:


Biggest accomplishment:

His son

How will you
enrich your world?

The first step is always the hardest, so we’ll make it easy. Set up a complimentary consultation so we can get to know each other, and look at how our team can help you plan for your priorities. It all starts with a simple conversation.