Jake joined our firm in February of 2022. Prior to joining, Jake worked for Partners 1st Federal Credit Union as a teller and also as a Life Insurance Representative for Primerica. Jake is the son of Kyle Aschliman and is following in his father’s footsteps to assist people with financial planning and investments. He currently holds the Life and Variable annuity licenses, the FINRA Series 66 and Series 7 registrations, and the Accredited Investment Fiduciary® (AIF®) designation. In his free time, he likes to spend time with his wife, baby boy, and Great Dane. He also enjoys golfing with friends and watching football.