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.
Lover of:
Traveling, learning new recipes, the Boston Bruins, golf.
Passionate about:
Relationship building, staying active, and being outdoors.
Greatest accomplishment:
Finishing the 2019 Boston Marathon.
On the Nightstand:
“Kitchen Confidential” by Anthony Bourdain.
Favorite Quote:
“The top of one mountain is the bottom of the next. Always keep climbing.”