Jake Taylor, WMS

Jake focuses on retirement plan enrollment support and participant education.  He provides guidance and education on 401k plan details/features, contribution education, economic/financial market updates, and assist participants with investment selection. Jake helps coordinate between employers, employees, third-party administrators, custodians, and our RWM team. As a Financial Consultant, Jake is responsible for assisting with plan onboarding, daily operations, distributions, employee/employer requests, plan reports, and everything in between that our clients may need.

As a recent graduate with a Business Management degree from Texas State University. Jake was a Dean’s List recipient, part of the Agricultural Speech Club, Baseball, Golf, and Wakeboarding, and is a seasoned Swim Instructor.

One of Jake’s favorite quotes from freshman year at college is by Stephen Covey, “Listen with the intent to understand, not with the intent to reply.”