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As a financial guide, Jake Upham is responsible for assisting clients in identifying their specific financial needs and providing comprehensive advice to help them achieve their financial wellness goals. He works closely with experts across Alerus to ensure every client has access to its full suite of diversified services to meet their needs.

Jake joined Alerus in 2020 as a client associate. He has several years of client service experience and holds a bachelor’s degree in business administration from Minnesota State University Moorhead. He lives in Fargo, North Dakota, and is an active volunteer for his church.