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Jake Graefe

Jake Graefe

Client Service Associate

In a world where people can easily become overwhelmed with the complexities of their financial situation, Jake is pursuing a career in wealth management to help clients obtain a clearer path to an abundant financial future.

Jake graduated from Grand Canyon University with a bachelor’s degree in Mechanical Engineering and a Master’s in Business Administration. Jake started his career in the aerospace industry until he decided he wanted the opportunity to connect with clients and serve others. The financial advising world provided the opportunity for Jake to serve clients and help them achieve their financial and personal goals.

Since then, Jake has become a Para Planner passing the SIE, Series 7, and Health/Life insurance exams.

There's nothing Jake loves more than spending time with his family and friends, indulging in activities such as golf, volleyball, skiing, and enjoying life with his wife Emily.