Jake Frey, MBA, CFP®
Jake received his undergraduate degree in Business and Economics from Ursinus College in 2013 and his MBA from York College of Pennsylvania in 2020. Jake has worked in the investments field since 2013. He holds his FINRA series 7, 63 and 65 licenses through LPL as well as his Pennsylvania life and health insurance license.
In his free time Jake enjoys being outside hiking, biking, camping and fishing as well as tinkering with cars and working on projects in his garage. He currently resides in Columbia, PA with his wife, Elizabeth and their daughter Josie.