Jake Boike, RFC 
Senior Partner

Retirement Planning Specialist

Jake is the Co-Host on NBC25 Money Matters.  Jake is a Senior Partner of the firm and a Retirement Planning Specialist. He has helped meet the needs of our firm's clients for 9 years. Jake works closely with people to assist in implementing and servicing the plans to current and prospective clients.  He is involved in many aspects of our business from serving our clients to marketing for prospective new ones.  If you have ever attended a workshop, client event, or Christmas party, Jake has been responsible for organizing these functions.  In addition to being a Retirement Resources Advisor, Jake is also a Registered Financial Consultant.  He is currently enrolled at American College to obtain his CASL designation.

**Not Securities Registered

Education
Jake attended Northland Baptist Bible College where he studied to be a teacher but switched to Mott Community College for business education.  He obtained his RFC from the Society of Registered Financial Consultants and attended Michigan State University for his financial planning license.  Jake will also be attending PCDI for his Tax Preparation Certification.

Family/Church
Jake and his High School sweetheart have been married for 7 years and have an incredible son named Trenton (5) and a beautiful little girl named Isabella (2).  Jake spends most of his free time with family and friends and serving in his church, Bethany Baptist Church.  He loves working in the children ministries there.