Jake joins Sapers & Wallack as Retirement Relationship Consultant after five years of working in Retirement Plan Services and Investment Management at John Hancock with a focus on 401(k) rollovers. Coming from a large firm, he is excited to bring his knowledge and focus to a more client forward and holistic approach to retirement services.
He received a Bachelor of Science in Finance from Providence College and attended the Danish Institute of Study Abroad with a focus on Entrepreneurship & Innovation. He has since completed his licensure for the Series 7, 66, and 63.
Outside of work he enjoys spending time with family and friends and coaching youth hockey. He also loves a good round of golf and traveling to new places—always driven to seek out ways to participate in competition while nurturing teamwork and relationships in the process.
Traveling, learning new recipes, the Boston Bruins, golf.
Relationship building, staying active, and being outdoors.
Finishing the 2019 Boston Marathon.
On the Nightstand:
“Kitchen Confidential” by Anthony Bourdain.
“The top of one mountain is the bottom of the next. Always keep climbing.”