Jake began his financial career as an intern and has spent the last four years with Moff & Associates. As an advisor, his goal is to provide the absolute best service to his clients, utilizing his experience in retirement planning, education planning, and investment advisory services.
Jake grew up in Central Pennsylvania and moved to Pittsburgh to pursue his education at the University of Pittsburgh. There, he obtained his Bachelor of Science in Business Administration in Accounting and Finance. After receiving his degree, he moved back to the Williamsport area to join Moff & Associates as a full-time advisor. Among advising, he has shown effective leadership and management and a team-oriented mindset. Jake has a passion for financial markets and helping others and finds his career path rewarding, which is a measure of his success.
Jake is an avid fan of the Pittsburgh Penguins and enjoys attending as many games as possible. He enjoys fishing with his friends and hunting with his father at their cabins. He also spends his winter weekends skiing down local slopes.
Jake focuses on growth in his career and his everyday life. He is pursuing the Certified Financial Planner (CFP) designation and plans to use that to offer even more knowledge and services to his clients in the near future.
Certifications:
Series 7
Series 66