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.
Getting to know Jake
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: Family
Favorite holiday: Christmas
Place Jake would most like to visit: Vietnam
Biggest accomplishment: His son