Reaching the end zone
BARRETT DUNCAN & DUNCAN
Helping Clients Get To Their Goal Line
As a Financial Consultant, Jake Schiff can give his clients
confidence, a sense of security and calmness in the face
of uncertainty. This ability was well developed and refined
during Jake’s years as a quarterback.
“Being a quarterback means you’re in the moment, yet always
planning ahead. You have to be a leader, motivate your team
and coordinate everything in all situations,” says Jake. His love
of the game led to considerable success.
• At Indiana State University, Jake worked his way through
Jake, in college, playing the game he loves.
injuries and overcame adversity in a demanding NCAA Division
1AA environment.
• At Mater Dei High School in Evansville, Jake won the Indiana Gatorade Player of the Year Award and still
holds the Indiana Career Passing Yardage record.
“I enjoy taking a comprehensive needs-based approach, managing
many separate but related issues and guiding clients every step of the way.”
Pulling It All Together
“I partner especially well with clients who are planning for,
approaching or in retirement, as well as business owners
concerned about succession planning,” says Jake. “I want
to give clients a level of service they’re unlikely to have
experienced before.” His approach includes:
• Establishing a proactive and disciplined service schedule.
•R
esponding to phone calls and e-mails and addressing
issues promptly.
•T
aking a holistic approach to building, managing and
efficiently transferring clients’ wealth.
“When the going gets tough, I continue to lead my clients
toward their goals. This is when clients need me more than
ever,” explains Jake. “And because I’m young, clients have
the confidence I’ll support their families for years to come.
I look forward to celebrating life’s major events with my
clients and their families.”
Jake and Katie celebrating one of their most joyful days.
Pulling It All Together
Lifelong lessons
Jake’s Favorite Team
“I partner especially well with clients who are planning for,
Jake’s parents, Mark and Judy, always taught
“It’s the one that includes my wife, Katie,” says Jake. During
approaching or in retirement, as well as business owners
him and his older brother, Adam, to work as
the week, they both work extremely hard, but on weekends, they
concerned about succession planning,” says Jake. “I want
hard as possible, be passionate about
enjoy playing golf and being outdoors with their two dogs, Ally and
to give clients a level of service they’re unlikely to have
excellence and always put family first.
Roxy. Jake and Katie share a competitive drive and a passion to
experienced before.” His approach includes:
• Establishing a proactive and disciplined service schedule.
•R
esponding to phone calls and e-mails and addressing
issues promptly.
•T
aking a holistic approach to building, managing and
efficiently transferring clients’ wealth.
“When the going gets tough, I continue to lead my clients
toward their goals. This is when clients need me more than
ever,” explains Jake. “And because I’m young, clients have
the confidence I’ll support their families for years to come.
I look forward to celebrating life’s major events with my
clients and their families.”
Jake and Katie celebrating one of their most joyful days.
succeed. “For seven years, Katie has owned a successful
“It was about education and sports, in that
retail business,” says Jake proudly.
order,” says Jake. What’s more, his parents
would not let success on the field go to their
During football season, Jake is an avid Notre Dame fan, even when
sons’ heads.
the team isn’t having the best season. Jake also serves as an on-air
talent at WFIE 14 News, providing play-by-play coverage of high
“From an early age, my parents explained that
school football games with the popular Mike Blake.
it’s not only what you accomplish, but how
you accomplish it that matters most. I look up
to my family and I always will.”
In addition, Jake offers weekly guidance to the young quarterbacks
Mark, Jake’s dad; Kris, Katie’s mom; and Judy, Jake’s mom, with
Katie and Jake (l to r).
at Mater Dei. He is a member of the Mater Dei Men’s Club, which
supports all of Mater Dei’s athletic programs. Jake also serves as
a board member for SWIRCA & More, an agency that helps seniors
in need.
“One of the best ways to guide my clients toward their financial goals is to develop
a long-term plan and help them stick to it, as opposed to pushing the hot stock or new fund of the day.”
Katie and Jake celebrating the holidays with
Ally and Roxy.
The way a team plays as a whole determines its success
This is why Jake is pleased to be a part of Hilliard Lyons.
“With Hilliard Lyons’ capabilities and my commitment, I am
well positioned to guide my clients!” states Jake.
“From decades of contributing to winning teams, I know how to
motivate a team to play to the best of its ability and stay focused.”
Now is the ideal time to speak with Jake and learn how he can
help you and your family’s financial goals reach the end zone.
Jake Schiff
Financial Consultant
Registered Investment Advisor Representative
Hilliard Lyons
110 Main Street, P.O. Box 98
Evansville, IN 47708
Phone: 812-428-5175 E-mail: [email protected]
Investment Insight
for Every Generation
Since 1854 sm
Jake is dedicated to helping clients reach their
financial goals.