Jake Springer

Jake, originally from Newberg, Oregon, had a lifelong connection to Central Oregon, often visiting Sunriver for family vacations.  His love for the outdoors – hiking, skiing, and playing basketball – drew him to the region.

Graduating from Oregon State University in 2017 with a BS in Finance and a minor in Economics, Jake entered the financial planning field. His early career at Northwestern Mutual focused on risk management and insurance planning, which he describes as the “defensive side of financial planning.” 

Jake’s passion lies in educating clients about their financial situations, empowering them to make informed choices.  He believes that having a solid financial plan eliminates fear from dictating decision making.   

His father was a financial advisor and taught Jake the importance of distinguishing between controllable and uncontrollable factors in financial planning.  From his mother, a teacher, Jake inherited a passion for education and patience. 

He explains, "I enjoy delving into each client's unique story, gathering and updating their financial data “pieces of their puzzle", and marrying the two to help them achieve their dreams.”

Jake lives with his brother, his brother’s girlfriend, and their sweet golden retriever, Jules.  He is Series 7 and 66 registered and is currently working towards his CFP designation.

Fun Fact - To make extra money in 2023, Jake drove for Uber & Lyft on the weekends.  He humorously likens this experience to Forrest Gump’s box of chocolates – filled with an array of stories and chances to hone his interpersonal skills.

Certifications, Licenses & Registrations

• Series 66
• Series 7