Our Associates

Jacob Smith
Agency Brokerage Coordinator
Orphan Manager
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.