Jake Thibault
Paraplanner, Wealth Management
Jake Thibault
Paraplanner, Wealth Management
As a Paraplanner, 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
