Jake Gilman

Client Servicing and Operations

Jake brings his enthusiasm for creating excellent client relationships to the GRIP Financial team. With a background in banking and financial services, he has been helping clients implement their retirement plans for over 6 years, working closely with investment firms, insurance companies, and banks to ensure a smooth process.

Whether he is answering general questions, taking care of details, or handling special requests, Jake endeavors to be the “Chief Solution Finder” for his clients and his teammates.

Jake married his wife, Emily, in 2024. A Richmond, VA native, he is driven to make a positive, tangible difference in the workplace and the lives of people around him. One of his greatest enjoyments is returning each summer to serve as a camp counselor in the boys’ camp he attended throughout his childhood.