Jake Lawrence is one of the firm’s four managing partners with more than fifteen years of experience in business management, finance, and account management in the private sector. His primary focus is working with employer sponsored retirement plans, business owners, and individuals on investment management, financial and retirement incoming planning, and wealth protection and asset transfer.
Jake is an investment advisor representative through Cetera Advisor Networks LLC and holds the Chartered Retirement Plans Specialist designation. Jake graduated from Kutztown University with dual degrees in finance and management. Prior to joining Riggle Wealth Group, Jake spent more than ten years collaborating with industry leaders Aerotek and Cintas in sales and account management.
Jake lives in Gettysburg, PA with his wife, Heather, and their two daughters, Olivia and Savanna. An outdoor enthusiast and youth sports coach, Jake spends most of his time with family and volunteering in the community. He also enjoys golfing, exercising, and home renovation projects.