Hometown: Dallas, Texas
Education: Christ For the Nations – Studying theology, business and missiology
Family: Lindsey (wife of 7 years), Nico (son)
Hobbies: Tennis, Reading, Teaching
“We cannot solve our problems with the same thinking we used when we created them”
“The secret to getting ahead is getting started.”
“Most people do not listen with the intent to understand; they listen with the intent to REPLY.”
Favorite food/restaurant: authentic international cuisine
Area of focus in financial practice:
Retirement Planning, and opportunity cost in the short and long-term.
Working in this industry prior to this firm, Jake committed to the client’s best interest. However, he felt he was only scratching the surface and was not going deep enough to help the client’s comprehensive needs.
At IFG he saw how this firm has handled relationships and business that he was confident in the solutions presented would better help the client reach their goals.
He knew this was the way he wanted to do business.