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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

As a Trust Associate, Jake assists with the administration of revocable and irrevocable trusts and the estate settlement process, providing thoughtful support to clients and the trust team throughout each stage.

CREDENTIALS

Jake began his banking and wealth management career in 2020 and has built experience supporting clients through trust and financial services roles. Prior to joining FNBO Wealth, he spent two years with North American Savings Bank, where he specialized in clearing title requirements for mortgage loans, followed by more than three years with Country Club Trust Company as a Trust Client Associate.

In 2025, Jake joined FNBO Wealth as part of the acquisition of Country Club Trust Company, continuing his commitment to delivering exceptional service and building trusted client relationships.

He earned a bachelor's degree in Organizational Communication from Northwest Missouri State University and holds a Human Resources Certificate from Villanova University.

PASSIONS

Outside of work, Jake has been an active musician for more than 26 years, performing as a drummer in multiple bands across the country and sharing the stage with nationally recognized artists, including Cheap Trick and Everclear.

Jake is passionate about animal rescue and has supported local boxer rescue organizations for many years. He currently shares his home with his rescued boxer, who joined his family in 2019.

A lifelong Iowa Hawkeyes fan, Jake enjoys following Hawkeye athletics, experimenting in the kitchen as an avid home cook and giving back to the Kansas City Vietnamese community. As a survivor of Operation Babylift during the Vietnam War, Jake has a deep appreciation for his heritage and is committed to supporting and celebrating the local Vietnamese community.

"FNBO Wealth" is a brand name that refers to First National Bank of Omaha ("FNBO") and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.

Trust and related services are provided by FNBO, a national bank with trust powers.

Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.

"First Investments & Planning" refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. ("RJFS"), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. ("RJFSA"), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. ("RJIG"), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.

Certain investment advisory services are provided by First National Advisers, LLC (FNA), doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO and affiliate of FNN Trust Company. Neither FNBO nor FNN Trust Company are registered investment advisers.

Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE

FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.

© 2026 First National Bank of Omaha (FNBO). All Rights Reserved. 1601 Dodge Street, Omaha Nebraska, 68197

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.

NMLS 412727

Cards are issued by FNBO (First National Bank of Omaha), pursuant to a license from Visa® U.S.A., Inc. Visa® is a registered trademark of Visa® International Service Association and used under license.

Only deposit products are FDIC insured.

 Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE

Awards based on independent surveys and editorial methodologies for the years shown. Recognition does not imply endorsement or affiliation.