Jake Newlin was born and raised in Oconomowoc, Wisconsin, and earned his bachelor’s degree in Personal Financial Planning and Business Analytics from the University of Wisconsin–La Crosse. With a passion for helping others, Jake brings a thoughtful, detail-oriented approach to his role on the client services team at Drake & Associates. He is committed to ensuring every client interaction is positive, seamless, and supportive—understanding that trust and communication are key to a successful financial journey.

Jake is excited to be part of the Drake & Associates team and values the opportunity to contribute to a firm that puts clients first. He finds fulfillment in being part of a team that works collaboratively to support individuals and families as they plan for their financial futures.

Outside of the office, Jake enjoys spending time with friends and family, whether it’s gathering for a meal or spending a day on the water.