Jake Owens
I work with affluent individuals, families and businesses to develop strategies to reach their financial goals.
State(s) Licensed: GA, HI, IL, MA, MI, MN, MO, OR, TX, WA, WI
477 S 3rd St, Suite 148
Geneva, IL 60134
I work with affluent individuals, families and businesses to develop strategies to reach their financial goals.
State(s) Licensed: GA, HI, IL, MA, MI, MN, MO, OR, TX, WA, WI
Let's put your plans in motion!
I believe everyone wants to be a good steward of their finances and given the right tools and guidance, is capable of learning how to plan intentionally. Drawing upon my industry expertise and experience to help build a financial roadmap, I can help you achieve your financial aspirations. With an evolving financial system and ever-changing economy, reaching your financial goals may seem harder than ever. I am a partner helping clients navigate this journey.
Through-out my career, I have had the privilege of meeting my clients where they are. From individuals and families, to small business owners and executive level professionals. I bring a listening ear to every meeting and develop relationships with my clients built on the foundation of trust.
I work with my clients helping with:
- Asset allocations
- Wealth management
- Retirement strategies
- Investment strategies
- Life insurance
- Risk management
- Education funding
- Estate strategies
- Charitable strategies
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Location
Geneva Office
- Phone:
- 630-310-7012
Hours
M – F: 8 a.m. – 5 p.m.