Jake M. Cross

    Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Financial Education

    Languages: English

    Whether your goals include preparing for milestone life events like retirement or college, or simply protecting what you can't afford to lose, I promise a new level of attention, insight and capability.

    My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My goal is to become a lifetime resource for each and every client. Personally, I have a strong desire to learn not only what people want to achieve, but how they have gotten to where they are today. 

    Outside of my professional life, I enjoy staying active and traveling around the world, when I get the opportunity to. I enjoy traveling because it allows me to learn from other cultures.


    University of Kansas - Bachelor of Science in Finance, Concentration in Business Analytics



    Affiliations & Memberships

    Alumni of Sigma Chi Fraternity

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    Synergy Wealth Solutions - Kansas City

    Satellite Office

    10975 Benson Drive Suite 350
    Overland Park, KS 66210

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