Jake joined Old Port Advisors in 2019 as a Portfolio Manager Associate. He comes from a diverse background within the financial services industry having experience in tax planning, insurance, and investment management. Jake is a CERTIFIED FINANCIAL PLANNER™ professional.
Within the firm Jake works with individuals and families to create customized financial plans focused on achieving goals and identifying opportunities for wealth creation and financial success. Jake also serves as part of OPA’s Fiduciary Consulting Team which specializes in providing retirement plan selection and oversight.
Jake has earned a B.A. from the University of Maine at Machias and completed his CFP® Board education requirement through Bryan University.
Originally from Massachusetts, Jake now resides in Old Orchard Beach with his wife Isabel. In his free time, he enjoys an active lifestyle participating in many road races throughout the state, playing golf, and hiking.