Jake joined Resource Financial Planning in March of 2021, assisting Kathryn Lichty and her team. He began his career in financial planning as a Paraplanner where he utilized his ability to gather scattered information and bring it together in a coordinated, actionable way. While working with Kathryn’s clients, he discovered the aspect of finance that he enjoys the most is working with individuals and families. Jake holds Series 7 securities and Series 66 Investment Advisory Representative registrations, as well as life, health and variable insurance licenses. In his spare time, Jake enjoys playing golf and hanging out with his wife and dog, Ozzy.
Registered Advisor with Royal Alliance Associates, Inc.