Jake Janicek, EA
Senior Tax Adviser & Investment Adviser Representative
“I like solving the puzzle – figuring out what’s the best path for each client to maximize their finances.”

Jake joined WFA in 2017 after graduating from the University of Wisconsin-Milwaukee with Bachelors in Business Administration for both Accounting and Finance. Jake’s area of focus is tax planning, and during his time at the firm his responsibilities have steadily increased. He prepares tax projections for quarterly estimates, withholding adjustments for clients, as well as preparing tax returns. He also assists clients by creating financial plans for retirement planning.

What Jake enjoys most about his work is finding ways to help clients build wealth and save money on their taxes. He also likes helping clients take a proactive approach with their taxes. By getting ahead of the game, he can help clients avoid big liabilities.

When he’s not at the office, Jake loves spending time with his wife, dog, and two cats. He enjoys playing golf, watching the Packers, and supporting the Milwaukee Bucks.

Financial Freedom Is Possible

For nearly 35 years, WFA has helped clients get control of their financial situation and feel empowered to make sound decisions when confronted with life’s challenges. Learn from our knowledge and expertise as you continue your journey towards financial independence. 

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