We are committed to helping our clients meet their financial goals. Specializing in retirement planning; we advise clients during working years as they accumulate assets and work with retirees to manage assets and distribution options during retirement years. We start by clarifying your goals and analyzing your current portfolio.
We'll discuss your risk tolerance, concerns and worries around investing, and answer questions you have about retirement. Then we work together to design an investment strategy for you. Because we're fun! And we can talk to you in regular terms, explain your options and help you make sense of investing and retirement.
We'll discuss your risk tolerance, concerns and worries around investing, and answer questions you have about retirement. Then we work together to design an investment strategy for you. Because we're fun! And we can talk to you in regular terms, explain your options and help you make sense of investing and retirement.
Services
Over the years we have learned that personal relationships and trust are the cornerstone of a successful financial planner. Many of our friends are clients and many clients become our friends. Regardless of which you are first, we realize in order to best help our clients it is important to first get to know them.
Jake grew up in the financial industry watching his father, Louie, run his business advising employers and their employees on investments and insurance. After getting his bachelor's degree in business from Mayville State University he decided to join his dad as a financial advisor. He's the proud father of Jason Jr. "JJ", Reagan and Larsen, and husband to Stephanie.
Geneos Wealth Management is our broker/dealer. In the event you cannot reach us, please contact Geneos for assistance in locating your account. The website content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.
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