Jake grew up in Walla Walla and graduated from Walla Walla High School. He then graduated from Boise State University with a pre-medicine degree and went on to obtain his Doctorate in Physical Therapy from Midwestern University. After five years of practice as a Physical Therapist in Boise Idaho, Jake (along with his wife Katie and son Casey) decided to move back home to Walla Walla and pursue a career in finance.
Jake joined Krivoshein McDaniels Financial in July of 2022. “My main objective as an advisor is always client-centered, focusing on the individual’s financial situation and goals in order to develop an efficient blueprint for success. This blueprint focuses on diversification and preservation of wealth, all while reducing portfolio risk and taxes to help achieve your financial goals.” Jake is excited for the opportunity to serve his hometown, working alongside those in the community in which he cares so deeply about.