Prior to joining DPL, Jake graduated from Western Kentucky University with a B.A. in Personal Financial Planning. Jake was born and raised in Nashville, TN and is an avid Tennessee Volunteers fan. He has a passion for helping people meet their financial goals as efficiently as possible. Jake is working towards his SIE, Series 6, and Series 63 licenses.
Become a member
Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.