Jacob (Jake) Smith is in Internal Brokerage & an Orphan Manager 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.