Jakob C. Loescher ,
CFP®, ChFC®, AIF®, CRPC®, CRPS®
Joined Team Savant 2008
Jake is a member of the Ideal Futures Committee, an internal panel that develops the processes, technology, and tools to implement the Ideal Futures Platform vision, and the Advisory Council, an internal panel that provides input on ways to improve the client experience. He has particular interest in aligning an individual’s values system with their financial goals.
Jake been involved in the financial services industry since 2007. He is a summa cum laude graduate of Northern Illinois University with a bachelor of science degree in finance and a minor in history. Jake serves on the board of directors for Severson Dells Nature Center and the Illinois Area YMCA, an endowment fund that benefits local YMCA staff and volunteers in Illinois and Indiana, and he is an active member of the Northern Illinois Planned Giving Council. In 2016 he was recognized by the Rockford Chamber of Commerce as one of 40 Leaders Under Forty. In 2019, for the third year in a row, he was named on Forbes’ list of America’s Top Next Generation Wealth Advisors.
Jake and his wife Mackenzie are proud parents of their children, Truman and Cecelia, and continually honor the memory of their son, Theodore. Jake is an avid outdoorsman who enjoys hiking, biking, and camping in our national and state parks. He has a passion for music, both singing and playing, and currently plays piano and guitar.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.