John “Jake” Terlau, CFP® 


Jake has been in the financial services industry since 1999.  After graduating with honors from University of Kentucky in 1999, he moved to Hoboken New Jersey to work across the Hudson river in Manhattan's financial district.  Jake lived and worked in the greater New York City area from 1999 to 2007, learning the financial services industry from the inside.  Jake also picked up an MBA from NYU's Stern School of business in 2004, working during the day and going to school at night. 

Jake relocated back to his native greater Cincinnati area in mid 2007 and has been helping individual investors achieve their financial goals since that time.  Jake enjoys reading and researching the markets in his spare time.  He also enjoys spending time with his daughter, preferably outdoors at the family farm, on a miniature golf course, or simply hiking outdoor trails.