Jake is a Certified Financial Planner® professional and Managing Partner of Hudson Oaks Wealth Management. He specializes in working with business owners and individuals who are approaching retirement by helping them create and preserve financial confidence. Jake can help identify several areas to become more tax efficient as well as help mitigate potential risks to their overall plan. He is dedicated to learning and has received several designations pertaining to the financial planning industry - CFP®, ChFC®, CLU®. Jake enjoys quality time with his wife Ashley and their two kids, golfing, and spending time outdoors. www.hudson-oaks.comSecurities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Insurance may be offered through Concorde Insurance Agency, Inc. (CIA). Hudson Oaks is independent of CIS and CIA, all of whom are independent of Portside Wealth Group, LLC. Hudson Oaks, CIS and CIA are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only. Hudson Oaks Wealth Management is independent of Concorde Investment Services, LLC. Jacob Rust is an Investment Advisor with and offering advisory services through Portside Wealth Group, LLC, a SEC registered Advisor. Portside Wealth Group, LLC and their representatives do not provide tax or legal advice. Each firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability. All other named entities are unaffiliated.