Jake joined Baird in 2008 after working in the mortgage business for about two years. Jake is a Vice President and holds the Accredited Wealth Management Advisor (AWMA®) designation through the College for Financial Planning. He earned a bachelor’s degree from the College of Business at Indiana State University, with a triple major in Finance, Operations Management & Analysis, and Business Administration, all with honors. Jake also played college football at the quarterback position for the Sycamores.
Jake and his wife, Katie, are proud parents of three boys. Outside of spending time with Katie and their boys, he enjoys playing golf. Jake stays involved with his high school alma mater, Mater Dei, and served on the board of directors of the SWIRCA & More.