Jake is the Chief Operating Officer of the firm and a licensed Insurance Agent. He has helped meet the needs of our firms insurance clients for 9 years. Jake works closely with the firms staff and advisors to ensure the procedures of the firm are executed to a high level. He is involved in many aspects of our business from serving our clients to marketing for prospective new ones. In addition to running the operations of Retirement Resources, Jake is also a Registered Financial Consultant. He is constantly looking for new and better ways to serve the clients, while continuing to look for the right people to add as new ones.
**Not Securities Registered
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 and his High School sweetheart have been married for 8 years and have an incredible son named Trenton (7) and a beautiful little girl named Isabella (4). 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.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.