Jake is a Relationship Manager at Investment Trust Company. He has over seven years of industry experience and client service expertise. He earned a degree in Finance at the University of Nebraska and is a CERTIFIED FINANCIAL PLANNER®. His specialty is working with the firm’s clients to create comprehensive wealth plans tailored to their unique situation and life stage.

What do you enjoy most about your role?

“I truly enjoy developing personal relationships with all our clients and helping to alleviate some of their financial stress and achieve their goals. ”

Where can we find you outside the office?

“Most likely I’ll be somewhere in the mountains. You can find me snowboarding in the winter and camping, hiking or mountain biking in the summer.”

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