Jake Burke

Jake Burke is a dedicated wealth advisor with CMD Wealth Partners. Born and raised in New Lenox, IL, Jake earned his degree from the University of Illinois – Urbana/Champaign before settling in Chicago. Jake’s journey in wealth management began immediately after college, driven by his deep-rooted desire to help others succeed. Inspired by his decade-long sports coaching experience, he understands that each client, like each athlete, requires a tailored approach to word towards their unique financial goals. Specializing in retirement solutions, trust administration, and tax-advantaged investing, Jake primarily assists families, small businesses, and individuals. Outside of work, Jake enjoys traveling, reading history, cooking, and is an avid Chicago Bears fan. He cherishes the opportunity to learn from his diverse clientele, believing that shared experiences enrich him both professionally and personally. Jake’s go-to financial advice echoes his patient and strategic approach: “Rome wasn’t built in a day and neither is your financial future.” He emphasizes the importance of not just building a strategy but sticking to it and ensuring client satisfaction throughout the journey. During initial meetings, Jake focuses on setting clear expectations and defining how he can best add value to each client’s unique situation.