Jacob R. 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 727-803-1153

Andrea joined Jake Overman's team as an Associate Financial Representative in April of 2014. She holds Florida and Minnesota Life, Accident, and Health Insurance licenses and Series 6 and 63 licenses. She attended Saint Cloud State University with a bachelors degree in business management. In July 2018, Andrea moved to the Tampa Bay area of Florida to be closer to family. Technology has allowed her to remain on Jake’s team providing the same service level that clients have come to expect. In her free time, Andrea enjoys spending time with friends and family, concerts, yoga, going to the beach, and reading. She is dedicated to getting to know clients and providing them with excellent customer service.

 
Trista J Overman

Trista J Overman

Office Manager

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 Minnesota 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!

 

 

 
 

Jared C Haider

Office 320-251-6711

Jared joined Jake's team in July of 2018. He holds Minnesota Life, Accident, and Health Insurance licenses. Jared graduated from Saint Cloud State University in December of 2017 with a bachelors degree in finance. Jared enjoys running, traveling, spending time with friends, and playing basketball. He is committed to being reliable, timely, and to uphold the high standards that Northwestern Mutual is known for.

 
 

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