Jacob (Jake) joined the Summit Wealth Management team in 2021 supporting Luke and his clients in all aspects of their financial needs. Jake holds his Series 7 registration and is currently completing Series 66 and NY State Insurance licensing. Prior to joining the Summit team, Jake spent 15 years assisting small and mid sized businesses with strategic, results-driven digital marketing solutions. Jake has a Bachelor of Arts from St. Bonaventure University and lives in South Buffalo with his fiancé Colleen.