Jake specializes in Retirement Plans and Individual Retirement Plans for employed individuals. He is skilled in implementing and managing plans like 401(k)s and profit-sharing plans, ensuring they meet your company's needs and regulatory requirements. By helping employers offer strong retirement plans, Jake supports attracting and retaining top talent and enhancing employees' financial well-being. Jake is the firm's go-to expert for SIMPLE, SEP, Individual K, and 401(k) plans. He has experience in quoting new employer-sponsored plans, servicing existing ones, and assisting participants with their specific questions and concerns.
Born and raised in Salina, KS, Jake graduated from Southeast of Saline high school in 2018 and Kansas State University with a degree in Finance in 2021. In his free time you can find him on the golf course, watching K-State Sports and the Chiefs, and spending time with family
Licenses held: Series 7 and 66