While finishing his final semester at Missouri State, Jake serves as the part-time Wealth Planning Associate for Principal, Brian Redders, and Wealth Consultant, Ethan Silverman with managing the client’s overall experience. Additionally, Jake works closely with Wealth Planning Director, Mitchel Pagano as it relates to estate and investment planning paperwork, risk management, and account maintenance.
Prior to serving as the Wealth Planning Associate, Jake interned with the firm the previous summer. Here he had the opportunity to learn about Genex’s detailed approach to the wealth planning process, as well as gain hands-on experience. After college, Jake hopes to earn his Certified Financial Planner (CFP®) designation and strive to one day become a full-time Wealth Consultant.
Jake was born and raised in St. Louis, Missouri and is set to graduate from Missouri State University with a B.S. in Financial Planning. When not working, Jake enjoys golfing, cooking, watching sports, and spending time with friends and family.