Jake Wicks
Vice President
Jake Wicks has over 25 years experience in the financial services industry helping individuals, families, and businesses with insurance and investment products. Jake began his career as a Financial Services Specialist with Citigroup in New York, NY. During 6+ years with Citigroup he developed and implemented financial plans for risk reduction and wealth accumulation strategies that create the funds needed for a comfortable retirement. Jake also has experience in Health Insurance, Employee Benefits Administration, Medicare Solutions, and Claims Administration. Jake’s broad understanding of the various segments of the financial services industry enables him to develop targeted financial blueprints based on individual needs and goals.