Jake joined the Gilbert & Cook team as an Investment Analyst in June 2019.  In this role, he assists the other members of the investment team in creating and implementing complex investment strategies, reviewing asset allocations and client portfolios, making investment recommendations and analyzing many different types of investments.  He helps ensure clients are on track to meet their financial goals.

Jake graduated from the University of Nebraska and received the Certified Fund Specialist (CFS®) designation* in 2017.

Jake and his fiancé Emilie live in Windsor Heights with their two cats, Trixie and Stella, and pet hedgehog, Bruce. Outside of the office he enjoys running and biking, rooting for the Huskers, and taking backpacking trips to enjoy the outdoors.

*Learn more about the benefits of these designations.