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Jake Martin, CFP®

Jake Martin is a Financial Advisor at Keeler & Nadler Family Wealth. Jake has 12 years of experience helping clients clarify their life goals and optimize their finances. As a CERTIFIED FINANCIAL PLANNER®, Jake has expertise in planning for retirement, education, taxes, insurance coverage, and estate distribution.

In addition to being a CFP® professional, Jake is a member of the Financial Planning Association. A native of La Crosse, Wisc., Jake earned a bachelor’s degree in business from the University of Wisconsin.

Jake opened his first Roth IRA in high school and convinced his friends to do the same. A decade later, he discovered a career that brought together his love of finance and his desire to serve others. Once he realized he could help people live with more ease and more options, he was hooked.

Before he began his career in financial planning, Jake served as an AmeriCorps volunteer with Habitat for Humanity in the Chicago suburbs and lived in Ecuador where he worked for plastics manufacturer, a hospital burn unit, and a bilingual high school (it was quite a year!). In his free time, Jake loves to move – whether he’s biking, skiing, or running alongside his rollerblading daughters. He and his wife, Chris Donovan, live in Clintonville with their two daughters, Vivian and Julia.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.