Director of Retirement Planning
Jake’s greatest skill is taking on client service tasks and finding efficient, timely solutions. As a financial advisor and leader of the Client Services department, clients value his commitment to helping them with every aspect of their experience at Ten Capital. Working in the financial industry requires the highest level of service and Jake enjoys guiding clients through that process.
With a degree in Marketing, specializing in Sales and Customer Relationship Management from Florida State University, Jake’s passion is building and implementing high level client services initiatives for the firm. He is also a board member and current treasurer for the Parkinson’s Resource Center and Lions Club member.
Contact Jake if you have questions about:
- Retirement Planning
- Investment Advice
- Client Service Initiatives