Jake Whipp joined Larson Financial Group in 2008. He has the following registrations: Life and Health Insurance licenses, Series 7, and Series 66.

Helping physicians protect and accumulate wealth is especially important to Jake because his wife, Amy is a Physician. “For us, financial planning starts at home. We use the same principles that we tell our clients to use. Accumulating and protecting our assets is important. Equally as important is what we do with our assets. We live within our means and want to use our money to leave a legacy for generations to come.”

Jake graduated from Clarke College in Dubuque, Iowa in May 2002 with a Bachelor of Arts degree in Finance. He then went on to receive his MBA from Roosevelt University in Chicago, Illinois in December 2004. Jake previously worked as an Accountant for 5 years prior to coming to Larson Financial.

Jake and Amy live in Nashville, Tennessee. They are active in their local church and have a desire to study the Bible. They enjoy traveling, being active outdoors, spending time with friends, serving in their church, and playing with their English bulldog, Bruiser.

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