Our Team

Jacob Rehder, CFP

View Jake Rehder, CFP's profile

Jake specializes in developing comprehensive financial plans for individuals, families and small businesses. Understanding that each client has unique circumstances and opportunities, he takes the time to develop strategies specifically tailored for them. From rollovers and education planning to retirement distribution, Jake builds an unbiased and objective strategy that his clients can commit to.

Jakes background as a small business owner gives him a unique 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 affects 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, Jake 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, working with their yellow lab, taking in the outdoors and handling the chores around their home acreage. When not at the office or with his family, he teaches an economics course to junior high students through Junior Achievement and volunteers with various causes throughout the community.

Click here to contact Jacob: jacob.rehder@lpl.com