Trailguide is an independent financial planning and investment management firm. We act as a fiduciary and, as such, do not work on a commission basis. We believe in transparency and the benefits of being an independent firm.
Trailguide was founded by Jake Thorkildsen. Jake is a husband and father who has the heart of a teacher and an adventurous spirit. He is a Chartered Financial Consultant® (ChFC®), which is a designation only attained after completion of a comprehensive educational program in financial planning. He graduated magna cum laude from the University of North Texas in 2008 with a degree in Finance at age 20.
Jake’s professional background includes wealth management, financial analysis, and an extensive background in real estate investment and private equity. Most of all, Jake has a passion for personal finance and enjoys leveraging his multi-disciplinary financial background to help clients wisely manage their financial resources.
In his free time, Jake enjoys spending time with family and friends, writing for the unFinanced Life blog, mountain biking, and adventure motorcycling. He and his family live near Bend, Oregon.