Brings over 18 years of experience working with high-net-worth clients and working in trading, investing, fixed income, and financial planning.
Joined Lido: 2025
Homebase: Salt Lake City, UT
Professional Focus: Finds the financial process rewarding because he gets to know his clients and their stories. Jake enjoys identifying strategies and solving complex problems to improve his clients’ financial situations.
Professional Designations: CERTIFIED FINANCIAL PLANNER®
Education: B.S., Business—Finance, Brigham Young University
Previous Work Highlights: Served as an Advisor and Partner at Copperwynd Financial before its partnership with Lido in 2025. Prior to that, he worked at TD Ameritrade and Fidelity Investments with high-net-worth clients in financial planning and investment management.
Personal Facts: Enjoys coaching his children’s sports teams, playing soccer, spending time with his wife and five children, and volunteering in his community and church.
