Jake Crossley
Financial Planning Associate
professionally
Jake supports the team of advisors with the administrative areas of financial planning, such as formulating investment reports and preparing client documents.
personally
Jake has a passion for fitness and loves to lift weights.
In his spare time he heads to the gym for some training with a backing track of rock music to spur him on.
Jake in the spotlight
On an ideal weekend, you can find me:
In the great outdoors
The three people at my dream dinner party would be:
- Einstein (for the brains) - Lee Evans (for the laughs) - Winston Churchill (for everything else)
If I could be any fictional character, I would be:
Derek Zoolander
