Jake joined The Wray Trollinger Bolton Edwards & Shore Group in September 2025. Prior to joining Baird, Jake and his wife, Jordan, lived in Knoxville, TN, where they enjoyed playing tennis, golfing, and exploring new restaurants. Jake attended Liberty University, where he earned a bachelor's degree in Business Administration with a double major in Finance and Financial Planning. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2024.