Jake Bartz


Jake’s a pro at learning. He loves to collect information that will help him continuously improve. In addition to knowing a whole lot, he’s always on the look-out for the reasons and causes behind every situation. You can bet that he’s paying attention to all the factors that are affecting each client’s financial picture.

As a Strategist, Jake is always looking for the “why” behind things. He takes the time to seek out answers so that he can fully understand situations, rather than just taking information at face value. This inquisitive nature helps Jake to get beyond just entering data into formulas. He wants to understand how the multiple pieces of a client’s financial life fit into their bigger picture.

Jake enjoys being outdoors, especially time on the water – paddleboarding, kayaking, or pontooning. He lives in Northern Minnesota with his wife and kiddos.

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