Jake Lawrence, CRPS®

Jake Lawrence: Skilled Financial Advisor and Community-Focused Leader

Jake Lawrence, one of Riggle Wealth Group’s four managing partners, brings over 15 years of expertise in business management, finance, and account management. With a focus on employer-sponsored retirement plans, business owners, and individuals, Jake specializes in investment management, retirement income planning, wealth protection, and asset transfer strategies. His thoughtful approach helps ensure that clients feel supported and confident in achieving their financial goals.

Jake is an Investment Advisor Representative through Cetera Advisor Networks LLC and holds the Chartered Retirement Plans Specialist™ designation, reflecting his commitment to providing tailored and effective financial solutions. A graduate of Kutztown University with dual degrees in Finance and Management, Jake honed his skills during a decade-long career with industry leaders Aerotek and Cintas, where he excelled in sales and account management.

Residing in Gettysburg, PA, with his wife, Heather, and their two daughters, Olivia and Savanna, Jake is deeply connected to his community. An avid outdoor enthusiast, he balances his professional expertise with personal passions, including coaching youth sports, and volunteering. In his free time, Jake enjoys golfing, exercising, and tackling home renovation projects.

Jake’s combination of financial acumen, leadership, and community involvement makes him a trusted advisor and a valuable partner for clients navigating their financial journeys.