Financial Consultant | LPL Registered Representative
Jake focuses on retirement plan enrollment and participant education. He provides 401k plan details/features, contribution education, economic/financial market updates, and assist participants with investment selection. Jake coordinates between employers, employees, third-party administrators, custodians, and our RWM team. As a Financial Consultant Jake is responsible for assisting with plan onboarding, daily operations, distributions, employee/employer requests, plan reports, and everything in between that our clients may need.
As a recent graduate with a Business Management degree from Texas State University. Jake was a Dean’s List recipient, part of Agricultural Speech Club, Baseball, Golf, Wakeboarding, and is a seasoned Swim Instructor.
One of Jake’s favorite quotes from freshman year at college is by Stephen Covey, “Listen with the intent to understand, not with the intent to reply.”