Background
Jake joined the Strategic Retirement Plan team in 2022. As an associate advisor, he supports the day-to-day management of existing client relationships within the Strategic Retirement Plan Team, assisting the lead and senior advisors daily. Jake schedules, coordinates, and implements employee education programs for Strategic Plan Sponsors. Additionally, he fields participant questions regarding their financial well-being while helping them to navigate their recordkeeping technology platforms.
Before joining Strategic, Jake was an Insurance Sales Representative at State Farm.
Credentials
- BS, Accounting and Corporate Finance, St. John Fisher University
- Joseph A Salerno School of Business, MBA Student with a graduation expectancy of Summer 2023
Areas of Specialty
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Client Relationship Management
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Client Service & Advisor Support
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Retirement Planning & Education
Beneath the Surface
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Claim to Fame:
Was once a real life “Jake from State Farm”, not the “fake” one on the commercial.
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Enjoys…
Enjoys traveling, collecting sports cards, and watching basketball and football. Attempts to play golf.
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Home…
Jake was born in Utica, NY and raised in Holland Patent, NY.
You can be mad about what’s happened to you, or happy about what hasn’t
Anonymous