Introduction

Richard “Jake” Elias assists with the ideation and implementation of Schechter’s custom solutions for the Advanced Life Insurance and Investment Advisory groups. Jake works directly with advisors and strategic partners, helping design custom strategies and financial plans specifically tailored to each client. He strives to be an expert through a proactive approach to the financial marketplace, and understand the “why’s” and “how’s” of various investment vehicles.

Jake is a graduate of Indiana University and received his Master of Business Administration in Finance degree from Western Michigan University. He enjoys playing golf and being outdoors.

Check the background of this investment professional on FINRA’s BrokerCheck.