Jake has spent the last seven years applying Eric Stratton’s approach and vision to help clients secure their retirement through annuities and insurance products.
He brings passion — and compassion — to each retiree he works with. Thoroughly listening to uncover all client concerns and goals, Jake applies those insights to create a plan that addresses them all in the best way possible.
When he isn’t helping retirees with their strategies, Jake applies his interest in technology and B.S. in Marketing and Psychology to streamline processes so we can operate more efficiently and better serve our clients.
Originally from Indianapolis, Jake enjoys hiking and spending time with his wife and son.