Jake Baumann is a Financial advisor with Edward Jones in Polson. He attended Northern Arizona University in Flagstaff, AZ and graduated with a bachelor’s degree in finance.
Jake focuses on individuals and small businesses working on retirement, education and estate and legacy strategies. Helping others reach their financial goals is his focus for Lake County.
Jake is an involved member in the community serving as the founder of the Mission Valley Young Professionals, board member for the Ninepipes Museum and Greater Polson Community Foundation, as well as, an active member of the Polson Rotary Club. Jake & his wife Jamie are excited for what the future holds for them in Polson.