Once could say that Jake Schnese, CPA, was destined to become a part of Edge Advisors. His wife, Whitney, is a Registered Dental Hygienist and had heard many great things about Edge. Pair this connection with a good friend/former CPA colleague and current Edge partner, Adam Hughes, quietly whispering in Jake’s ear about the freedom and flexibility that Edge provides and a destiny was fulfilled.
Jake was born and raised in Appleton, graduating from Appleton East High School. From there Jake went on to the University of Wisconsin-Oshkosh to play a little baseball and get a degree. It didn’t take long before baseball was in the background and a focus on a double major in Accounting and Finance emerged. After graduating in 2017, he quickly set his sights on obtaining his CPA certification – which he obtained in short order.
Jake began his career with a large national firm, Baker Tilly US, LLP, focusing on corporate and individual taxation. There he rose through the ranks to become a Tax Manager. Prior to his arrival at Edge, and after his work with Baker Tilly, Jake worked at a local Fox Valley tax firm focusing on small business taxation with more emphasis on direct client relationship building. Jake’s desire was to continue to expand upon those relationships that he had nurtured through all facets of his client’s business goals.
At Edge, Jake has the freedom to place an emphasis on building strong client-advisor relationships. He believes in a proactive approach to advisory services which is solidified by responsiveness and attention to detail. Jake is always eager to assist clients in understanding the implications of tax law, and the accounting process, in order to achieve their corporate and personal financial goals.
Jake, and his wife Whitney, currently reside in Neenah on famous Doty Island. The Schnese family shares the same core value with Edge for preserving private practice dentistry and privately owned businesses. In their spare time, Jake and Whitney enjoy going on hikes with their Husky (Maya), spending time with their two cats (Jordy and Bobbi) and exploring the National Parks. Jake is also an avid baseball fan and enjoys tuning into Brewers’ games on a regular basis.