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Jake Roehm*

Jake Roehm*

Employee Benefits Specialist

Specializing in:

  • GROUP EMPLOYEE BENEFIT PLAN DEVELOPMENT - MEDICAL, DENTAL, VISION & SUPPLEMENTAL BENEFITS:
    • Benefit evaluation and design
    • Funding alternatives development and implementation, i.e. fully insured, self-funded ASO, level funded ASO , HRA, MEWAS and more
    • Corporate cost and contributory analysis
    • SHOP Marketplace health options
    • Private Exchange health options

Qualifications

  • Health & Life Insurance Licenses:  Ohio, Kentucky, Indiana
  • Group Benefits Disability Specialist – National Underwriters
  • B.B.A in Marketing from the University of Cincinnati

Jake was born and raised in Cincinnati and currently resides in West Chester with his fiancé, Katelyn and their 3 shepherds, Raylan, Scout and Lola.  When he isn’t at the office or in the field helping employers and employees control their healthcare costs, you can likely find him at a sporting event, concert, or volunteering with Samaritan’s Purse, Matthew 25 Ministries or the Special Olympics of Hamilton County.

*Jake Roehm is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Jake is no way related to Cetera Advisor Networks LLC or its registered representatives.