Albatross Financial LLC

About

With over 15 years of experience in the financial industry, Jake focuses on making retirement planning approachable for everyone. By turning complex financial decisions into simple, actionable steps, clients can focus on the things in life that bring them joy.

Before opening his own firm in 2025, Jake spent more than a decade helping clients develop strategies that aligned their financial goals with their personal values. His favorite part of his work is seeing clients feel empowered to move forward once intimidating financial questions are simplified through thoughtful, in-depth planning.

Beyond the office, Jake is committed to his community. He serves as Vice President of the St. Joseph Food Program board and contributes to Elevate 920, an extension of the Giving Group that supports local charitable initiatives.

Jake and his wife stay busy with their four children, traveling often for volleyball tournaments. In his downtime, he enjoys golfing during the warmer months and ice fishing in the winter.

By founding his own firm, Jake has created an environment where he can provide clients with what matters most—personalized guidance, transparency, and the freedom to fulfill his fiduciary responsibilities with integrity.