Our Associates

Jacob Smith Web 2018 Jacob Smith Westpoint Financial Group
Jacob Smith
Agency Brokerage Coordinator
Orphan Manager
Location
Peoria, IL

Jacob Smith

Jacob (Jake) Smith is in internal Agency Brokerage & an Orphan Coordinator with WestPoint Financial Group.

Jake is a graduate of St. Ambrose University.  He received a Bachelor of Science degree in Economics and Finance.

With over 12 years of industry experience, Jake and his staff provide high level, one-on-one support for all your client’s needs.  Services include but are not limited to the following: case consultations, estate and business planning knowledge, marketing and illustration support, strategy design as well as product positioning strategies and presentations.