Jake has been with The Legend Group since 2017. He currently holds his Series 7 and Series 66 securities licenses. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Jake has completed extensive training in financial planning, estate planning, investments, insurance, taxes, employee benefits, and retirement planning, as well as met the CFP® Board's standards for professional conduct which are rigorously enforced.
Jake's main goal is to simplify the financial planning process for you and build a lasting relationship to help you to and through not only retirement but all aspects of your financial life.
Jake lives in East Aurora with his wife Brittany and son Andrew. When not at work he enjoys playing basketball, golf, cheering on the Bills, and spending time with his family.