Trailguide is an independent financial planning and investment management firm. We operate as a ‘fee-only’ firm, which means that we do not work on a commission basis – we feel this structure enables us to better serve our clients. 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 has the Chartered Financial Consultant® (ChFC®) designation, which is 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, real estate investment, and private equity. 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, reading, hiking, mountain biking, and adventure motorcycling. He and his family live near Bend, Oregon.