Jake Taylor
"If you're seeking financial guidance or have a passion for hockey, let's connect and explore the possibilities. I'm here to share insights from both the world of finance and the rink, bringing a unique perspective to each interaction."
Jake Taylor is an Investment Advisor and Director of Sports Management for Tradition Wealth Management. A retired professional hockey player with seven seasons in the American Hockey League, Jake combines his love of professional sports and passion for serving others to help athletes and their families plan financially for their best life.
Jake finds the most gratifying aspect of his work is the strong connections forged with clients, guiding individuals toward their financial goals and fostering lasting relationships. With differing lifestyles and goals, no one strategy fits everyone, which is why Jake gives each client undivided attention, from planning to execution to follow-up.
He currently serves as a high school hockey coach in Lakeville, Minnesota, where he leverages his professional sports background to instill values of teamwork, discipline, and perseverance in the next generation of athletes. The reward in this role is to witness their growth both on and off the ice.
Beyond the worlds of finance and hockey, he loves to get outside his comfort zone. Running, working out, and tending to his farm are pursuits that invigorate and reflect his commitment to discipline and well-being. His greatest joy lies in spending quality time with his family and nurturing his spiritual connection with Jesus.
Advisory Services offered through Tradition Wealth Management, LLC, a Registered Investment Advisor. Jake Taylor is not registered with Concourse Financial Group Securities.
