Jake Mongler

Jake Mongler, with an MBA and CFP® certification, has extensive experience in various roles at Phillips 66 and ConocoPhillips. Currently working as a Global Wealth Manager at both Creative Planning LLC and Thun Financial Advisors, specializing in international investment management and financial planning.Graduated from the University of Illinois Urbana-Champaign with an MBA and the University of Missouri-Columbia with a Bachelor's Degree in Chemical Engineering.