Jake grew up in the financial industry watching his father, Louie, run his business advising employers and their employees on investments and insurance. After getting his bachelor's degree in business from Mayville State University he decided to join his dad as a financial advisor.
He's the proud father of Jason Jr. "JJ", Reagan and Larsen, and husband to Stephanie. He enjoys spending time with his family, coaching his son's baseball team, attending sporting events, and hunting with the family chocolate lab, Bruce.
Jake is a board member and past president of the West Fargo Exchange Club in which he dedicates many hours volunteering within the West Fargo community. He is also a commissioner on the board for the West Fargo Park District.
Jake's favorite part of being a financial advisor is meeting with clients; getting to know them personally, learning about their families, investment goals and retirement dreams. Jake has a way with words and is able to explain investment information in "regular" terms. He believes being an independent, self-employed advisor is important as it holds him more accountable to his clients
Stephanie joined Lauritsen Financial in 2006. She received her bachelor's degree in mass communication from Minnesota State University Moorhead and a master's degree in business management from the University of Mary.
Steph enjoys spending time with Jake and their three children. Often times you may find at least one of the kids working at their own desk right in her office. In her spare time she enjoys reading, coaching basketball and volleyball, helping at church and actively volunteering in the Fargo/West Fargo community.
She holds her health/life insurance license along with the securities Series 66, Series 7 licenses, and is a CERTIFIED FINANCIAL PLANNER. As a small business owner she enjoys the many "hats" she is able to wear, including but not limited to: marketing, customer service, client relations, compliance, all-things paperwork, and lastly and least favorite - technology manager.
Many people ask both Jake and Stephanie how they are able to work together. Running a small business is not easy, however doing it as a team is vital. When each individual understands their own roles and respects the expertise of the other person, success prevails. The biggest ongoing "argument" is who is going to fill the water for the coffee maker. Not bad for working together for more than 15 years!
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