Jake Lewis

Jake Lewis is Director of Client Services for Rick Lewis. Jake handles the day-to-day responsibilities of the office such as:

• Assists clients with scheduling meetings.
• Assists clients in collecting the information needed to complete the financial planning process.
• Assists clients with servicing needs on their accounts, policies, and contracts.
• Provide customer service both in person and over the phone.
• Manage back-office operations and fosters a culture of continual improvement and operational excellence.

Jake is a graduate of the University of Central Florida where he earned a Bachelor's of Science in Business Administration from the Burnett Honors College. In his role as the Director of Client Services, Jake is motivated to connect with clients and the community in a manner which contributes to better futures.

2102648-042022