Jacob Rehder, CFP®

Jake specializes in developing comprehensive financial plans for individuals, families and small businesses. He prides himself in making the complexities of today's financial world easier to understand.  Knowing that each client has unique circumstances and opportunities, he takes the time to develop strategies specifically tailored for them. From rollover services and education planning to retirement distribution, Jake builds an independent and objective strategy that his clients can commit to.


Jake's background as a small business owner gives him a specialized perspective of the challenges that face entrepreneurs, as well as the accountability that they expect from their partners. He has the experience necessary to help his clients understand the effects of cash flow to daily operations, aid in the forecasting of capital expenditures and the development of the groundwork for a business continuity plan.


Jake is a CERTIFIED FINANCIAL PLANNER practitioner and tailors his advice through a client-centered code of conduct as his clients move through the different investment cycles of their life. As life happens, he remains vigilant to ensure that their individualized planning evolves at the same pace.


In his free time, Jake enjoys spending time with his wife Rachel and daughter Olivia. You will find them taking in the outdoors, relaxing at the lake and volunteering with various causes throughout the community.


Phone (402) 861-9696