
Jake Thibault, CFP®
Financial Advisor, Wealth Management
Jake Thibault, CFP®
Financial Advisor, Wealth Management
As a Financial Advisor, Jake supports clients and financial advisors by providing services around financial and investment advisory strategies, as well as all aspects of client service.
Jake joined BGM after serving as a hedge fund intern and an equity research associate at an investment bank. He enjoys his roles at BGM because they exercise his problem-solving skills and enable him to provide services that help clients live happy and healthy lives.
A resident of Prior Lake, Jake serves as a Sunday school teacher at Westwood Community Church. He is an avid golfer and caddie and has a +1 handicap in golf. When he’s not in the office or at the range, you might find him on the lake with friends and family.
Areas of Expertise
Education, Credentials, & Honors
- Bachelor of Arts in Finance, University of St. Thomas
- CERTIFIED FINANCIAL PLANNER™ professional
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