Jake has over 25 years of experience in the financial services industry, helping individuals, families and businesses with insurance and investment products. His knowledge also extends to health insurance, employee benefits administration, Medicare solutions and claims administration.

Jake began his career as a financial services specialist with Citigroup in New York, New York. Over more than six years there, he developed and implemented financial plans for risk reduction and wealth accumulation strategies that helped create the funds needed for comfortable retirements.

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.

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