Jake joined the McAdam team in 2016 and quickly distinguished himself as a leader who was passionate about helping his clients and his colleagues. Jake has worked directly with dozens of advisors, training and consulting them on how to provide the best service for their clients. Jake, too, has worked directly with clients to address unique needs and achieve specific financial goals.
Jake studied marketing at the State University of New York at New Paltz. His experience was built in several industries, including pharmaceuticals, engineering, chemical and health care, among others. He ultimately chose financial services out of a deep passion to help his clients grow their wealth and plan for their most significant financial life goals.
Jake is from Red Hook, New York, and now lives in Philadelphia. In his free time, Jake stays active and enjoys golfing. He also engages in community service and is currently pursuing his CERTIFIED FINANCIAL PLANNER™ designation to better serve his clients.