Our Team

Jake Allen

Operations Director

My name is Jake Allen, and I’m the Operations Director at Salus Financial Advisors. I’m originally from the suburbs of Chicago, Illinois. I earned my bachelor’s degree in business marketing from Eastern Illinois University in 2016. I’ve worked in the financial industry since 2018. My experience and expertise come from working for the largest custodians and multiple private Registered Investment Advisors. I use analytics to constantly improve our client experience and advisor relationships. I’m based in Casper, Wyoming, where I live with my wife, son, and dog. In our free time, we will explore the outdoors, cook with friends and family, or embark on a great new adventure.

My role at Salus FA allows me to influence our client experience directly.  The significant advantage of being a part of Salus is based on our commitment to being both agile and adaptable. I leverage our technology to manage the whole client relationship efficiently. Most of my work is done behind the scenes, but I am excited when I get to work directly with our families! 

Why I Do It

Jake Allen

My why is to utilize system and practical efficiencies that benefit families directly. Designing architectures of how to succeed together is my goal and number one priority in Finance. I believe there is a creative solution for almost anything in life and in business!

LIKES & INTERESTS

  • I love to go Snowboarding!

  •  Fried Lobster is a must for favorite food.

  •  I enjoy watching football and UFC on the weekends.

  •  I am also an Artist in my freetime.