Meet Jaketa

With over 35 years of experience in the financial industry, I’ve dedicated my career to helping individuals and families build solid financial futures. After retiring in 2015 from a Fortune 500 financial institution, my passion for the industry led me to establish Elephant Investment Strategies & Insurance Solutions Group, LLC. Through this firm, I offer tailored investment strategies, tax advantaged strategies, and family protection solutions.

I’m proud to be a member of the Million Dollar Round Table (MDRT)—The Premier Association of Financial Professionals®. MDRT (2026)* is a global, independent association representing the world’s leading life insurance and financial services professionals across more than 80 countries and nearly 700 companies. Membership is recognized internationally as the gold standard of excellence, requiring exceptional knowledge, ethical standards, and top-tier client service.

I’ve been married to my husband James for over 40 wonderful years. We have two adult children and three grandchildren who keep life joyful and full. In my free time, I enjoy the outdoors—especially walking and hiking.

^{*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.}