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Meet  JACOB  MITCHELL

Jacob Mitchell

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Jake has been working as a Financial Advisor in Grand Rapids, Michigan since 2016.

​He works with both personal and business clients around the country and specializes in leveraging insurance contracts and investment products to improve the strength and trajectory of clients’ new and existing financial plans.


He graduated from the University of Michigan – Ann Arbor in 2016 with degrees in Economics and German.  In 2022 Jacob obtained his Chartered Financial Consultant (CHFC) designation from the American College in Bryn Mawr, Pennsylvania.

​Jake spends most of his free time outdoors with family and friends, as well as travelling domestically and internationally to see and ski new places.

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OFFICES IN GRAND RAPIDS, TROY, AND PORTAGE, MICHIGAN

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LEGATUS MEMORIA 
Dr. Rev. Mark Gurley, CLU, ChFC, CLTC, CAP, MDiv, Mmin
55 Campau NW
Suite 400

Grand Rapids, MI 49503
616.451.0783


This presentation does not contain legal or tax advice. It is intended solely for the information and education of  customers and their legal or tax advisors. It is not intended to be used and cannot be used to avoid any federal tax penalties that may be imposed on a taxpayer.  Taxpayers should seek advice from their own legal, accounting or tax advisors. Tax and other planning developments after the original date of presentation may affect these discussions.  Legatus Memoria® and The Legacy Life Executive Benefit® are trademarked for presentations and discussions for implementing a philanthropic benefit utilizing corporate owned life insurance (COLI) and bank owned life insurance (BOLI).  These trademarks are owned exclusively by Mark L. Gurley and are not in any way affiliate with Northwestern Mutual and/or its subsidiaries.  
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