Senior Business Advisor
Jake utilizes his business education with his professional experience as a Managing Member at Chief Properties for six years, a company which focused on property and residential development. Jake also was a Principal / Operations Manager at AH Painting, a 2020 Inc. – Top 5000 Fastest Growing Independent Company. After five successful years of growth, the company was sold in 2022.
For over ten years, Jake had worked as a Business Consultant for The CND Group which later became Planned Value Group. A small team of consultants that are focused on Value Acceleration for clients looking to harvest the wealth in their business. Here he is able to focus on systematically improving and measuring the human, customer, structural, and social capitals within an individual business.
His team understands the pressure and stress that follows the life of a business owner. Jake’s dedication to helping others allows him to strive for continuous improvement when assisting clients. His main goal is to ensure clients feel heard and understood, while logically and methodically solving problems by looking at the problem through an objective lens while actively listening to clients’ concerns.
In his personal life, Jake is an active individual who enjoys training in jiu jitsu, a Brazilian martial art. When not practicing, Jake can be found skiing or enjoying sports games with friends and family.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.