Having been part of the GreenUp story since its earliest days, Jake was drawn to the firm’s entrepreneurial spirit and unwavering commitment to helping advisors and clients thrive.
Before joining GreenUp Wealth Management full-time as a Wealth Advisor Associate, Jake served as the firm’s very first intern, spending two summers contributing to the firm’s growth. During his final internship, he helped pilot GreenUp’s Business Development Desk. The success of that pilot laid the foundation for GreenUp’s continued investment in business development and advisor growth. Jake graduated from the University of Missouri-Columbia’s nationally recognized Personal Financial Planning Program in 2026.
Outside of the office, Jake enjoys following Manchester City, UFC, and spending time with family and friends. He takes great pride in GreenUp’s journey and is passionate about contributing to the next chapter of the firm’s growth while helping advisors make true impact to clients.