Jakob C. Loescher
CFP®, ChFC®, AIF®, CRPC®, CRPS®
Jake is a financial advisor in Savant’s Rockford, IL office, is a member of the Advisory Team, and has a membership interest in Savant. He is a member of the Advisory Council, an internal panel that provides input on ways to improve the client experience. Jake is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He routinely meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies.
Jake has been involved in the financial services industry since 2007. Prior to becoming a financial advisor, he worked in Savant’s financial planning department where he acted as the liaison to Savant advisors to help produce investment analyses, prepare and present client financial plans, and coordinate plan implementation. He specialized in producing cash flow retirement projections. Other responsibilities included the analysis of stock options, pensions, education funding, and life insurance needs.
Jake is a summa cum laude graduate of Northern Illinois University with a bachelor of science degree in finance and a minor in history. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant® (ChFC®), an Accredited Investment Fiduciary® (AIF®), a Chartered Retirement Planning CounselorSM (CRPC®), and a Chartered Retirement Plan SpecialistSM (CRPS®).
Jake serves on the board for Severson Dells Nature Center and is an active member of the Northern Illinois Planned Giving Council. His past service includes board secretary for the Community Outreach Branch of the YMCA, vice president of the River District Association, and a participant and moderator for Leadership Rockford’s 57th and 58th classes, respectively. He also volunteered as a student mentor for RAISE, a program designed to guide high school students aspiring to attend college. In 2016 he was recognized by the Rockford Chamber of Commerce as one of 40 Leaders Under Forty. In 2017 he was named #13 out of 500 on Forbes' list of America's Top Next Generation Wealth Advisors.
Jake and his wife Mackenzie are proud parents of their sons, Truman and Theodore. Jake is an avid outdoorsman who enjoys hiking and camping in our national and state parks. He has a passion for music, both singing and playing, and currently plays piano and guitar, and has played alto saxophone in the past. Each November, he volunteers with the Rockford Choral Union to sing Handel’s “Messiah.”
Jake joined Team Savant in December 2008.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.