Our Team

As an implementation consultant, Jake brings his financial and accounting experience to expertly guide implementations and deliver outstanding support to clients.

Jake started his career as a research analyst for Journey Financial Group. In addition to helping families and small- to mid-size businesses achieve their financial goals, he developed a comprehensive investment report with over 500 different investment options. He also worked for Ernst & Young as an assurance analyst (assuring cash accounts, fixed assets and consolidations on financial statements) for several organizations, including Arrow Electronics, Sister’s Charity Hospital, Catholic Health Initiatives and AMICO Building Community.

Jake’s main focus is successfully implementing Acumatica for clients. He thrives in financials, distribution, customer relationship management (CRM) and business intelligence.