(920) 336-0863 info@thefinplangroup.com

Jake Vande Voort

Financial Analyst

About Me

I was born and raised just minutes south of De Pere, in the small farming community of Greenleaf.  Even though I was not raised on a dairy farm I was around cattle on a daily basis with my grandfather who was a cattle dealer his whole life.  For it was the time spent with him who instilled my strong interest in finance at a very young age.  Whether it was looking through the Wall Street Journal or the local newspaper business section, I always yearned to learn more.  However; I spent the majority of my school summers all the way through high school and a short period afterwards working for my Father’s small construction business.  After high school I pursued a career as a machinist where I worked for a few years running a vertical milling center. I then attended Fox Valley Technical and upon graduating I was given the opportunity to work for Financial Planning & Information Services, Inc.  I enjoy working for FPIS and helping clients with questions as well as growing with the business.  I currently reside in Combined Locks with my wife and two young girls.

Education

I graduated from Fox Valley Technical College in 2007 with an Associated Degree in Banking and Financial Services.  I then attended Lakeland College where I graduated in 2010 with a Bachelor’s degree in Business Administration.

Role in the Firm

My role in the office is assisting the advisors on many levels.  I am in charge of compiling our monthly client lists and ensuring their portfolio values are up to date on a timely fashion in accordance with their re-balancing schedule.  In addition to this, I also assist our advisors in re-balancing our portfolios and composing our letter of recommendations.  Another role I have is investment research for fund selections.  Lastly, I assist in trading operations for FPIS when our daily trader is out of the office.

Outside of Work

My wife and I enjoy spending as much time as we can with our two young girls.  This means a lot of our time is spent doing things geared around children activities which we wouldn’t trade for anything!  We also enjoy boating with our family and friends during the summer months.  In my spare time I enjoy watching and attending all forms of motor racing.  I especially have a strong interest in AMA Supercross and Motocross.