Jake has been with the Twin Oak family for over 6 years. His goal is to empower physicians to be proactive about their financial future. He specializes specifically in the risk management realm, helping physicians protect themselves and their families. Jake had the honor of lettering all 4 years as a swimmer at the University of Texas. This drive to succeed has followed him throughout his career. Jake and his wife Lexi reside in Austin with their son, Penn, born in April 2021. He enjoys riding with his growing cycling club he co-founded with friends @breakfastclubatx.
Jacob is a registered representative and investment advisor representative of Cetera Advisor Networks LLC.