Your Strategic Advisor

My name is Jake Roggenkamp, I’m a CPA based out of the Brainerd Lakes area in Minnesota. Our firm specializes in helping you keep more of what you make. We focus on a pro-active, forward looking tax and wealth planning approach to your financial situation. We do not believe in a “one size fits all” solution and we focus on solutions rather than products.

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Jake Roggenkamp

Background

Jake’s professional background includes a Bachelor of Science degree from St. Cloud State University in the field of finance, CPA license in the state of Minnesota, Enrolled Agent credential from the IRS as well as a Series 65 license from FINRA.

Experience

As the owner of Roggenkamp & Associates, Jake Roggenkamp has lead his staff to engage clients at a holistic level to advise them in all financial aspects of their lives including tax reduction strategies and tax-efficient investing.

Your first consultation is on me