Jake Serfas is a leading financial strategist with O’Dell Winkfield Roseman & Shipp. Based in the Washington, DC metropolitan area, Jake’s diverse clientele ranges from Federal Employees to business owners to military personnel. His unique approach and ability to speak honestly and directly has made him a great asset to his clients.
With a brother in the Marine Corps, Jake has taken a special interest in working with federal employees, especially Active Duty and Retired Military personnel, to implement financial strategies to provide them and their families with lasting financial security.
In addition to working with military personnel, Jake specializes in strategies that build wealth for hardworking business owners. He believes that education is a priority and strives to teach his clients to manage their cash flow more efficiently, thereby recapturing and gaining control over money they may be unknowingly missing out on.
Jake also enjoys trying to prepare his clients for financially-secure retirements by teaching them how to accumulate wealth more efficiently using compound interest strategies and tax planning.
A native of Baltimore, Jake resides in Harford County and enjoys outdoor sportsman activities, overeating at sushi restaurants, and spends his leisure time on the beach or golf course.
201 International Circle
Cockeysville, MD 21030