Jake joined Spencer Financial in 2022 after twelve years as a Doctor of Chiropractic in the Kansas City Northland. He is passionate about promoting health, whether physical or financial. He received his Undergraduate Degree in Mathematics and played soccer at William Jewell College. After earning his Doctorate at Logan University in St. Louis, he moved back to Liberty in 2009.
As an Analyst, Jake assists the team at Spencer Financial through investment research, portfolio optimization and implementation, client and account servicing, and special projects. He also assists Stevie and Dusty during their meetings with clients by taking notes for the Advisor.
Jake is married to Katy, and they have three children, Moriah, Jack, and Cora. Jake is the club director for Liberty United, a youth soccer club, and coaches his son’s team. Jake is a Chiefs, Sporting KC, and Mizzou fan.