Jake is an attorney who has represented large corporations and insurers in business disputes and transactions, as well as defending business entities and individuals charged with crimes. Jake attended Kansas State University where he received a Bachelor of Finance and then went on to Washburn University Law School to earn his Juris Doctor. After practicing law in the Wichita area for several years following law school, Jake and his wife moved to Denver, Colorado where he joined a large law firm in 2010 and became a partner. Jake stepped away from his partnership at the law firm to join an investment and tax firm in Denver. Several years and two children later, Jake and his wife returned to Kansas in 2020 to be around family. Jake now focuses his practice on business and individual taxes, IRS representation, and tax preparation as a whole.
Originally from Australia, Jason is an investment advisor and financial planner who started an investment and tax practice after moving to Colorado in 2010. Previously, Jason was employed as a financial analyst in Australia and as an actuarial analyst in London. Jason is a Charted Financial Analyst (CFA) and also holds a Bachelor of Business (Finance and Banking) degree as well as a Graduate Diploma in Professional Accountancy. While Jason’s qualifications and experience lend themselves to managing institutional-sized portfolios, his philosophy is that he can help anyone in any stage of their life or financial situation, and he refuses to mandate asset minimums for his practice. Jason is also involved in tax preparation and planning strategies with many of our clients.
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