Meet Jake


As a Portfolio Manager, Jake helps manage our proprietary in-house strategies and supports partners with any questions about equity markets.

Jake has been at Carson Wealth for over nine years. Prior to Carson, he worked as a Financial Analyst at SilverStone Group, Inc. He holds a bachelor’s degree in Chemistry and an MBA from Creighton University. He also received his Master’s of Securities Analysis and Portfolio Management (MSAPM) and is a CFA® charterholder.

He enjoys spending time with his family, fishing, reading, and painting. He likes to exercise, and he grows lots of plants.


Favorite food:

Cheeseburgers & Tacos

Best piece of financial advice received:

Pay yourself first.

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 Children

Are You Ready To Join Us On This Journey?

Schedule a complimentary financial life plan discovery session with us to learn more about the benefits of financial life planning.