Jake Martin, CFP®
Learner – Intellection – Responsibility – Input – Restorative
As one of the CFP certified client advisors on staff, Jake serves clients by assisting with all facets of their financial life including investment management, retirement planning, insurance analysis, and estate planning. Jake graduated from the University of Wisconsin in 2008 with a degree in Business Administration. Prior to coming to The Joseph Group, Jake spent three years working at Chase Bank. He has also worked for Habitat for Humanity and spent a year teaching at a bilingual high school in Ecuador with his wife, Chris. In his free time, Jake enjoys running, cross-country skiing, cycling, reading, and attending church at St. Christopher Catholic Church in Grandview. Jake and his wife live in Clintonville with their daughter.