Jake Benson

As a Family Advisor at Parcion, Jacob collaborates with clients to develop and implement customized wealth strategies, focusing on financial planning, tax optimization, and estate planning. He brings years of experience in wealth management, ensuring that each client’s financial plan is tailored to meet their unique needs and long-term goals.

Before joining Parcion, Jake worked as an advisor at Corient Private Wealth, developing customized financial plans and managing key client relationships. He also gained valuable experience at Moser Wealth Advisors, focusing on tax planning, financial reporting, and helping clients preserve their wealth through sophisticated financial strategies.

Jake earned his MBA in Finance and BA in Accounting & Finance from Gonzaga University. Outside of work, he enjoys skiing, golfing, fishing, and playing guitar. Raised in the Pacific Northwest, he appreciates spending time outdoors and making the most of what the region has to offer.