Benchmark Financial

Whether Jake is serving executives, professionals, business owners, or retirees, he delivers a high level of care and consistency that clients deserve while staying focused on their long-term goals. Jake manages client relationships by genuinely listening to their questions, offering clear explanations, and developing a personalized strategy tailored to their goals and needs.

Jake’s background includes expertise in managing, analyzing, and refining strategies for complex investment portfolios for high-net-worth individuals and families with diverse assets. Most recently, while serving in a dual role as President and Senior Investment Advisor at the registered investment advisory firm Lau Associates LLC in Greenville, Delaware, Jake led the firm’s business vision and directed day-to-day operations, cultivating relationships with and guiding clients in making informed financial decisions. He also provided high-level insights and perspective as chairman of the Lau Board of Directors, chairman of the steering and investment committees, and as a senior member of the compliance committee.

Jake holds a degree in economics from the University of Delaware and the CMFC® designation from the College for Financial Planning. Jake is a graduate of the Schwab Executive Leadership Program and is a former member of the JP Morgan National RIA Advisory Council. He is the Founder and Chairman of a national study group called The Sixth Man, which is a seven-member group of innovative and forward-thinking advisors. Jake also holds a certificate in Blockchain and Digital Assets from the Digital Asset Council for Financial Professionals.

Jake resides in Glen Mills with his wife, Stacy, and their two children, Brandon and Emma.  When Jake is not in the office, he enjoys spending time with his family and friends. He is an avid runner and enjoys skiing and playing tennis. He enjoys reading, cooking, and playing chess as well. Jake previously served on the Financial Planning Advisory Board for the University of Delaware’s College of Business and Economics, where he mentored students from UD on career and personal development skills. He is passionate about giving back to the next generation of students coming through the university and making their experience at school and in the early stages of their careers more focused and meaningful.

Following his military service, Caleb attended the University of Georgia, where he earned a degree in Financial Planning. While at the University of Georgia (UGA), he served as President of the Student Veterans Association and was a member of the Blue Key Honor Society. Caleb also participated in the Volunteer Income Tax Assistance (VITA) program, where he provided free income tax preparation services to low-income families.

Caleb has successfully passed both the rigorous Certified Financial Planner exam and the Investment Advisor exam. Caleb refined his skills as a Senior Associate at Vanguard, and his expertise encompasses various aspects of financial planning. He excels in building personal connections with clients to help them achieve their unique financial objectives.

Caleb resides in southern New Jersey with his wife, Gabby, their daughter, Mackenzie, and their golden retriever, Charlie. Caleb enjoys golfing, watching the Atlanta Braves, and horseback riding.

Ian holds a Master of Science with distinction in Finance from the London Business School an Honors Bachelor of Science in Finance from the University of Delaware. He is also the Chartered Financial Analysts (CFA) and has successfully passed the Certified Financial Planner (CFP) exam. Ian has specialized in financial risk management through becoming a certified Financial Risk Manager (FRM) and holding a certificate in Sustainability and Climate Risk Management.

Ian lives in Lewes, DE having recently relocated from London. Ian speaks Spanish and Portuguese and enjoys travelling with his fiancé. In his spare time Ian also enjoys running, CrossFit and yoga.

Upon graduation, Jennifer began her career in Delaware, where she practiced corporate bankruptcy and commercial litigation at a large national law firm. Jennifer’s career took her back to her home state of Florida in 2006, where she had the opportunity to serve her community as a criminal prosecutor for 6 years with the Florida State Attorney’s Office, 19th Judicial Circuit. In 2012, after briefly working for the Delaware Attorney General’s office, Jennifer transitioned back into private practice and shifted her focus to trustee representation, ultimately obtaining an LL.M. in Taxation and a Certification in Estate Planning from Villanova University’s Charles Widger School of Law.

In addition to dedicating her time to helping families craft estate plans, Jennifer shifted her practice to assisting families with trust administration at JP Morgan. In 2017, Jennifer was delighted to accept the opportunity to develop a minor course of study at the University of Delaware, where she began the Lerner College Trust Management Minor. Jennifer continues to work at the University of Delaware, both teaching in the Trust Management Minor and serving as the Director of the program.

Jennifer lives in Wilmington, Delaware, with her husband, her two children, and her Goldendoodle.