Jake provides operational and administrative assistance for Client Service team members, other departments, and clients.
Jake graduated from Grove City College in 2023 with a bachelor’s degree in finance. Prior to working at Waldron, he worked at McKinley Carter Wealth Services in Wexford as an intern, where he focused on a variety of project-related, administrative, and compliance measures related to the firm.
At Waldron, Jake specializes in the preparation of client documents and builds long-term relationships with clients through client service specialties.
Outside the office, Jake enjoys golfing, running, and is an avid fan of Pittsburgh sports teams. Jake resides in Cranberry Township, where he enjoys spending time with his family and two Australian shepherds.
