Jake joined the Signature Financial Planning team in July 2022 and leads the client services
team as Senior Client Service Specialist. Forging close relationships with the clients he serves
has allowed him to watch them thrive in their careers and retirements—an experience that
brings Jake both pride and joy.
Jake was drawn to this industry out of a desire to help people (and his fear of blood and needles discouraging him from pursuing medicine). He loves when he can onboard a new client, as it presents a new opportunity to forge a relationship and see goals begin to become reality. His combination of education and experience make him a true asset to the Signature family, and he is constantly working to help clients understand the complex financial situations that can arise in today’s world.
A Pittsburgh native, Jake attended the California University of Pennsylvania (now Pennsylvania
Western University) where he received his degree in business and led his club hockey team to
national tournaments every year.
When he isn’t working, Jake stays active playing in a recreational hockey league and exploring
his home city with his mini aussie-doodles, Ollie and Colby.
A chat with Jacob
What made you want to pursue your career?
I’ve always wanted a job that would let me help people in some way. When I was young, I thought I would end up being a doctor. As I got older and saw how important financial independence is to a person’s success, it felt like the pieces came together. I like being able to play even a small role in reaching that independence for our clients.
What would you say is your greatest accomplishment?
Graduating from college was a huge accomplishment for me. I really had to dedicate myself to time management because while I was getting my degree, I was also playing sports. My club hockey team won our division each year that I played, which was also pretty exciting.
What is your most memorable travel experience?
I took a cruise to Alaska with my entire family—I’m talking aunts, uncles, grandparents, cousins. The majority of the ship’s passengers were probably related to me. It’s a really special memory because it was one of the few times we all got together and spent a considerable about of time as a family. Plus, I got to zipline through a jungle which was very fun.
