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Jake Pendleton
Relationship Manager

Jake Pendleton
Relationship Manager
Philosophy
My philosophy is to ensure that every client knows they matter. I strive to create welcoming experiences where people feel valued, not just as clients, but as individuals, with care that reaches beyond finances into their lives as a whole. From the first impression to ongoing interactions, my goal is to make clients feel genuinely seen and cared for.
Why I Do This Work
What motivates me in this work is knowing how powerful financial planning can be in helping people feel secure and hopeful. I’ve seen firsthand how the right guidance can turn something overwhelming into a clear, achievable plan. I want to offer that same clarity and confidence to the people I serve.
Certifications & Background
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Pursuing a degree in Financial Management
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8 years' experience building teams and cultivating client relationships
