Jake Amsellem

Jake is dedicated to guiding clients through the complexities of personal finance and investment strategies. His goal is to help individuals and families alleviate financial stress and achieve long-term financial security. With a strong academic foundation in finance, Jake is committed to making a positive impact in the lives of clients by providing tailored advice and solutions to meet their unique financial needs.

 

Jake graduated from THE Ohio State University in 2024, earning a degree in Finance with a minor in Real Estate. He is originally from Gaithersburg, Maryland. Outside of work, Jake enjoys spending time with friends and family, lifting weights, and cheering on the Washington Commanders every Sunday.

 

With his deep commitment to financial education and client success, Jake looks forward to developing meaningful and genuine relationships with his clients and is excited to contribute to the team.