Jacob (Jake) joined the Summit Wealth Management team in 2021 and specializes in financial planning, retirement planning and portfolio management; helping individuals and small businesses with all aspects of their financial needs.
Jake holds his Series 7 and 66 securities registrations, NY State insurance license, and is currently working toward his CFP designation.
Prior to joining the Summit Wealth Management team, Jake spent many years delivering digital marketing solutions to small and mid-sized businesses across the US, Europe and Australia. Jake is a graduate of St. Bonaventure University, and currently lives in South Buffalo with his wife and growing family. In his free time, he enjoys home brewing, volunteering, and hiking the beautiful parks of Erie County and Western New York.