Jake Coleman is a dedicated Financial Services Representative with a Life and Health License, committed to helping individuals and families achieve their financial goals and protect against unforeseen events. A Fairfield University graduate with a Bachelor of Science degree, Jake brings a strong background in sports leadership and teamwork to his professional role. As a former Varsity Lacrosse player and high school team captain in soccer and lacrosse, Jake understands the value of discipline and strategic planning, which he applies to his financial practice.

Residing in Pleasantville, NY, Jake enjoys an active lifestyle, balancing his professional life with a passion for sports, exercising, and social activities. When he’s not working, you might find him on the golf course, attending concerts, or spending time with friends and family. Jake values the importance of personal connections and strives to make a meaningful impact in his clients’ lives, ensuring they are well-prepared for the future and safeguarded against potential losses. With a supportive family including his parents, Margaret and Mark, and his older brother, Max, Jake’s strong family ties and personal interests enrich both his professional and personal life.

I am licensed to offer fixed insurance products and services in NY. State Licenses vary. Domiciled, NY