Jake was raised on a dairy farm in rural Huntington County and graduated from Huntington North High School. He received his finance degree from Valparaiso University’s College of Business Administration, began his career as an advisor in 1981 and joined Baird in 2005. He is a Director and Chartered Wealth Advisor (CWA) and holds multiple licenses and industry designations. He has extensive experience in equity and bond portfolio management as well as wealth planning and risk management.
Today, Jake and his wife Dawn live in rural Whitley County and have three children, Daniel, Sarah and Matthew, and 4 grandchildren. Jake and Dawn are active at Emmanuel Lutheran Church Fort Wayne. Dawn teaches at the Parkview Huntington County Family YMCA and is the Literacy Coordinator at the Huntington City-Township Public Library. Jake's interests include outdoor activities and practicing the martial arts of Russian Systema and Filipino Kali.