(303) 292-1121 Phone
(303) 292-2942 Fax
950 17th Street, Suite 950
Denver, CO 80202


Jake was born in Cincinnati and has resided in Denver since 2017. He graduated from the University of Cincinnati with a Bachelor of Science in finance. He began working in the financial services industry in 2013 and joined the Cascade Financial Management team in June of 2019. Jake was previously a financial consultant with Fidelity investments where he focused on developing financial plans and creating investment strategies. 


Hobbies: When he is not in the office, you can find him exploring Colorado and spending time with family and friends. He is known amongst his friends as the chef of the group and loves discovering new recipes.  


Quote: “We are what we repeatedly do.  Excellence, then, is not an act, but a habit” - Aristotle

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Cascade Financial Management, Inc. is a Securities and Exchange Commission Registered Investment Adviser.  Advisory services are only offered to clients or prospective clients where Cascade Financial Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cascade Financial Management, Inc. unless a client service agreement is in place.