Jake has been an integral part of the financial industry since 2017, contributing to various aspects of Atlas’s operations. His responsibilities encompass preparing advisors for client appointments, addressing client requests, managing technology, overseeing general office operations, and collaborating with provider companies. With a keen interest in technology, Jake derives satisfaction from discovering ways to enhance operational efficiency. He loves meeting with clients and building meaningful connections. Currently working towards becoming a licensed financial advisor, Jake is dedicated to advancing his skills in the field.
Both Jake and his wife, Kenzie, work at Atlas, enjoying the time spent collaborating. Balancing work and family life, they are proud parents to two daughters who add joy and activity to their lives. Beyond his professional and family commitments, Jake harbors a passion for cars and understanding how things work. In his free time, he is often engaged in various projects related to his interests.
Contact Information:
email | [email protected]
phone | (801) 281-3411
