Jake Bohrman is a Business Development Associate at Strategies for Wealth Management, where he supports the firm’s growth initiatives through client engagement, relationship development, and new business support.

Jake brings a background in business development, sales, and operations within the financial services industry. He has experience working alongside advisors and internal teams to support client onboarding, coordinate account transitions, and help ensure a smooth and organized process throughout the new business cycle. His strengths include building strong relationships, staying highly organized, and delivering dependable follow-through in a fast-paced environment.

Jake is passionate about connecting with people and contributing to a team-focused client experience. He is committed to providing thoughtful support, clear communication, and a high level of service as he continues to grow within the financial services industry.