Wealth Management Associate
“I’ve always believed in not limiting my challenges but challenging my limits. Challenges make life interesting – and overcoming them makes life meaningful. It motivates my way of thinking and empowers me to give the best to my clients and teammates.”
Jake is stepping into his role as Wealth Management Associate after a career working in banking and retirement services. That experience produced a passion for investment management and working with individuals to determine their retirement goals.
He relishes discovering new perspectives and strategies and will focus on assisting ACG Wealth Management in gathering financial information for analysis, completing investment research, and coordinating the management of client portfolios.
Jake is a graduate of Niagara University and holds a Bachelor of Arts in Communications.