Jake is a Relationship Manager at Investment Trust Company. He has over five years of industry experience and client service expertise. He studied Finance at the University of Nebraska. As a CFP® professional, he coordinates the firm's financial planning initiatives, translating complex wealth management goals into actionable, clear roadmaps for our clients.
What do you enjoy most about your role?
“I truly enjoy developing personal relationships with all our clients. I find it uniquely rewarding to help alleviate some of their financial stress and achieve their goals.”
Where can we find you outside the office?
“When I'm not in the mountains snowboarding, hiking, or camping, I am out enjoying everything Denver’s live music scene has to offer."
Certifications
- CFP®