Barnes Dennig Private Wealth Management An Accounting Today Top Firm by AUM
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About Jake
With years of experience serving high-net-worth individuals and families, Jake is passionate about helping clients navigate complex financial decisions with confidence. As a CPA, he combines technical accounting and tax knowledge with a client-focused approach, providing insights, strategies, and options that help individuals and families work toward their financial goals with clarity and peace of mind.
Since joining Barnes Dennig in 2023 and transitioning to Barnes Dennig Private Wealth Management in 2025, Jake has focused on delivering exceptional client experience and building trusted relationships. He believes that effective wealth management begins with understanding each client’s unique circumstances and providing thoughtful guidance tailored to their needs.
Known for a collaborative approach and commitment to service, Jake enjoys helping clients feel informed, prepared, and confident in their financial future.
Jake holds a Master of Science in Accounting from the University of Cincinnati and a Bachelor of Business Administration in Accounting from Tiffin University.
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Barnes Dennig Private Wealth ("BDPW") has engaged ClearlyRated to compile, analyze, and produce the results of the survey conducted here. BDPW is providing compensation to ClearlyRated for the data collection and reporting of this survey. The survey results will reflect data as compiled and presented by ClearlyRated and are intended solely for informational purposes. For ClearlyRated's methodology, click here.