As a regional director, Jake works closely with advisors in the central US. In this role, he consults with advisors on asset allocation, updates advisors on capital markets research, and assists them with client communication. He also educates advisors and prospects on Dimensional's investment philosophy and how the firm can help them build a successful fee-based advisory practice. Prior to joining Dimensional, Jake owned and operated a restaurant franchise in the Atlanta, Georgia, area.

A CFA Charterholder, Jake earned his MBA and MPA from the McCombs School of Business at the University of Texas at Austin, and his BBA from the Goizueta Business School at Emory University.