Meet Jake


As our Qualified Plan and Client Relationship Manager, Jake is passionate about putting the needs of the clients at the forefront of everything he does. He frequently puts the needs of others before his own needs.

A graduate of Olivet College with a degree in financial management, Jake worked in residence life at his alma mater before joining the financial services industry. It was during his time in residence life that he realized he has a passion for helping people to learn and grow.

Outside of work, Jake enjoys spending time with his family, reading science fiction books, eating macaroni and cheese and watching the Michigan Wolverines or Philadelphia Eagles play. He and his wife, Crystal, recently welcomed a daughter and they hope to build upon their family in the near future.