Jacob D. Klaus

Jake Klaus is the Director of Trusts & Estate Planning of Heck Capital, and leads Heck Capital’s growth in Northeast Wisconsin from the firm’s office in Green Bay. Jake serves as a planning strategist and a resource for clients across the country, focusing on advanced wealth planning and investment advisory for high-net-worth families and organizations.

Jake brings 14 years of Trust, Estate, and advisory experience to Heck Capital Advisors. Jake’s experience includes practicing law with a focus on estate planning, serving a judicial appointment as Register in Probate in Brown County, advising and managing relationships for a multi-family office, and leading a Bank Trust Department through a period of significant growth. Most recently, Jake led a team of wealth management professionals in the management and service of over $1 billion in Trust assets under management across 16 states. Jake prides himself on his ability to provide solutions for clients by understanding their overall financial picture and long-term goals. This includes guiding clients through complex trust structures, business liquidation and succession planning, estate planning and settlement, charitable planning, foundation and corporate investment strategies.

Jake graduated from Liberty University in 2007 with a Bachelor’s degree in Business Finance. He went on to pursue a J.D. at Liberty University School of Law where he graduated in 2010 and was admitted to the State Bar of Wisconsin.  Jake also earned the CERTIFIED FINANCIAL PLANNER™  (CFP ®)  designation in 2018. Jake resides in Green Bay with his wife and three daughters. He serves on the national board of directors for Awaken Inc., a non-profit dedicated to supporting survivors of human trafficking, and is an advisor for Dudes & T.A.C.O.S. an initiative of Foundations Health & Wholeness to help provide resources to improve mens’ mental health and well-being.