Jake Dukart

As an Associate at Higginbotham, Jake Dukart helps individuals, families and business owners design financial strategies using life insurance as a planning tool. His work focuses on business succession planning, estate liquidity planning, protecting income and assets from long-term care costs, and creating tax-efficient retirement income strategies.

Jake takes a planning-focused approach, working closely with his clients to understand each person’s unique goals, family dynamics and financial picture. He believes that thoughtful planning means identifying risks, uncovering opportunities and implementing solutions that protect what clients have built and position them for long-term financial security.

Jake earned a Bachelor of Science in Finance from Oregon State University in 2022, where he also played baseball as a starter for four years. Born and raised in Oregon, he relocated to Southern California with his fiancée, Anna, and their boxer puppy, Frank, in 2025. That love of the game has followed him, and he now coaches youth baseball in the Orange County community. In his free time, he also enjoys taking Frank to the beach and trying new restaurants.