Jacob Richard Overman, CFP®, CLU®, ChFC®

Wealth Management Advisor


Jake and Trista Overman were married in December of 2012 at Carlos Creek Winery in Alexandria. They have lived togehther in Saint Cloud since October of 2013 and enjoy being a part of the Saint Cloud Community.

Jake and Trista welcomed home their adopted son Sloan Jacob, born on October 21st, 2014, days after he was born. Sloan was a long anticipated addition to their family and they are enjoying spending as much time with him as possible!


Jake Overman spends the majority of his free time during the summer months playing golf at the Saint Cloud County Club. Jake also enjoys ice fishing and hunting with friends when he gets the opportunity. Jake is a true sports fanatic and follows many local teams including the Minnesota Twins, Vikings, Wild, and Golden Gophers. Jake closely follows the St. John's University Johnnies in support of his brother Josh Overman, who was the starting tight-end before graduating in 2011. He also enjoys following the Huskies in support of his youngest brother Joe Overman, who graduated from St. Cloud State University in 2012 with a degree in business.

Jake and Trista really enjoy to travel and try to visit somewhere new each year. In the past, Jake has lived in Freemantle, Australia where he attended the Univeristy of Notre Dame-Australia while in the study abroad program through St. John's University. This inspired Jake to travel to many other countries including New Zealand, Fiji, Thailand, Canada, and Mexico. Jake is hoping to return to Australia in the near future on a family vacation. In the meantime, they continue to travel across the US and Europe as a couple, and now with their son Sloan.



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