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

Wealth Management Advisor

Team Members

When you became Jake's client, you placed your trust in Jake to help make your vision a reality. Jake honors that trust with the help of his expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concerns or need assistance, please let Jake, Trista, or Andrea know.

 

 
Andrea C L Imberi

Andrea C L Imberi

Associate Financial Representative
Office 320-223-6623

Andrea joined Jake Overman's team as an Associate Financial Representative in April of 2014. She holds her MN Life, Accident, and Health Insurance licenses and Series 6 and 63 licenses. She attended Saint Cloud State University where she attained her bachelors degree in business management in 2009. Andrea enjoys going to the lake, reading, and playing golf. She is dedicated to getting to know clients and providing them with excellent customer service.

 
Trista J Overman

Trista J Overman

Office Manager
Office 612-758-7646

Trista is not only Jake's office manager, but is his wife as of December of 2012. Trista became Jake's Associate Financial Representative in April 2012, bringing four years of experience working as an associate at Northwestern Mutual. She holds her MN Life, Accident, and Health Insurance Licenses and has taken continuing education courses to become knowledgeable about Northwestern Mutual products and services. Trista enjoys working with Jake's clients and is exceptionally pleased when she is able to meet them face-to-face. She also enjoys traveling, reading, and spending time with family. As a part of Jake's team, Trista is most passionate about helping clients to reach their goals!

 

 

 
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck