Jake is an Associate on Waldron’s Planning team, where he works with families, individuals, and entrepreneurs to design and execute comprehensive wealth strategies. Jake specializes in estate planning, income tax strategies, cash flow optimization, and legacy planning, helping clients align their financial decisions with their long-term goals.
Jake joined the firm’s Client Service department in 2023, following his graduation from Grove City College, with a Bachelor’s degree in Finance. In 2025, Jake joined our Detroit office, as a member of the Planning Department.
Outside the office, Jake enjoys soccer, running, and is an avid fan of his hometown Pittsburgh sports teams.
