Learn More About Me

Jacob (Jake) Rothman, CPA, CFA, CFP® started Rothman Investment Management to help people in San Luis Obispo County and around the country build, protect, and focus their wealth through fee-only, fiduciary, comprehensive wealth management. Jake spent nearly a decade as a member of institutional investment teams before launching his own firm, where he could work directly with clients to make a more personal impact. He believes that having a personalized plan that aligns with one’s values can bring lasting satisfaction.

Jake lives in Paso Robles, California with his wife, Nour, and their newborn son, Jacob Rothman Jr. He’s grateful to be raising his family in the area where he grew up, after living and working in Georgia, Virginia, Massachusetts, and Wisconsin. While he enjoys traveling to new places and reconnecting with friends across the country, he’s always glad to return home to his community.

Outside of work, Jake is passionate about reading and lifelong learning. He especially enjoys books on finance, business, productivity, human behavior, history, biography, theology, and Christian living. He also values staying active through running and regular gym workouts, often participating in 10Ks and half marathons. But most of all, Jake finds fulfillment in spending quality time with family and close friends—experiences he considers among life’s greatest blessings.

Education & Credentials

• Cal Poly, San Luis Obispo, BS Business Administration: Accounting, 1997
• University of Virginia, Darden Graduate School of Business, MBA, 2005
• Liberty Theological Seminary, MAR, 2010
• Certified Public Accountant (CPA), licensed in Georgia, 1999
• Chartered Financial Analyst (CFA), 2010
• Certified Financial Planner (CFP® ) 2019
• Certified Kingdom Advisor (CKA®) 2024

Experience

• Staff Accountant, Draffin and Tucker, LLP, Albany, GA 1997-1999
• Chief Financial Officer, Albany Area Primary Health Care, Albany, GA 1999-2003
• Equity Research Analyst, Mayo Capital Partners, Boston, MA 2005-2012
• Equity Research Analyst, Madison Investment Advisors, Madison, WI 2012-2014
• Portfolio Manager, Rothman Investment Management, Atascadero, CA 2015-present

Volunteering

• Founder, Director, Life Camp Ministries – a weeklong overnight summer Bible camp serving children and youth on the Central Coast (lifecampslo.org)
• Founder, Chairman, Alpha Kerdaino Foundation – a private foundation that supports Christian organizations involved in evangelism and discipleship
• Board member, Chairman, Child Evangelism Fellowship of San Luis Obispo County – a children’s evangelistic ministry that serves children through clubs, camp and other outreach (cefslo.org)
• Board member, Treasurer, Child Evangelism Fellowship of Southern California – a children’s evangelistic ministry that serves children through clubs, camp       and other outreach throughout Southern California (cefsoca.com)
• Member, International Board of Trustees, Child Evangelism Fellowship - a worldwide children's evangelistic ministry operating in over 200 countries (cefonline.com)
• Member, Rotary Club of Atascadero (atascaderorotary.org)
• Governing Board Member, Sierra Vista Medical Center, San Luis Obispo

Learn More About Me

Larson Patty started with Rothman Investment Management in September 2021. He grew up in San Luis Obispo, California, and attended Texas A&M University. After graduating, he spent four years working as an analyst and commercial banker in McKinney, Texas.

Now living in Sheridan, Wyoming with his wife, Hannah, Larson appreciates the opportunity to follow his passion for finance and his desire to serve others through his work at Rothman Investment Management.

Outside the office, Larson is an avid outdoorsman, enjoys trips with Hannah, and is active in several Bible studies. When he’s not reading a stock report or finance book, he can often be found with a copy of Field & Stream, Calvin and Hobbes, a history book, or a good mystery.

Education & Credentials

• Texas A&M University, College Station, TX 
  • MS in Financial Management, Commercial Banking Program, May 2017          
  • BS in Agribusiness summa cum laude, May 2016
  • BS in Animal Science summa cum laude, May 2016     
• Study Abroad in Angers, France, May 2014-June 2014    

Experience 

•  Credit Analyst I/II, Sr. Credit Analyst, Commercial Lender-VP, Independent Bank, McKinney, TX, July 2017-August 2021
  • Serviced existing commercial loan portfolio and generated new lending opportunities 
  • Researched, examined, and quantized the degree of risk involved in bank credits
  • Evaluated customer records and proposed loan terms based on submitted financial data 
  • Generated financial ratios to determine customers’ financial capacity 
  • Analyzed business data and prepare written credit-approval packages for presentation in loan committee 
• Credit Analyst Intern, American Bank of Texas, Sherman, TX, May 2016-July 2016
  • Worked in Credit, Audit, and BSA departments
  • Created spreads, participated in weekly loan committee, assisted in IT projects, and verified loan draws
• Partner, All Glory Investments, Denison, TX, June 2016-March 2017
  • Purchased and remodeled a single-family residence as an investment 
  • Managed project budget, supervised contractors, and provided physical labor
• Financial Planning Intern, Briaud Financial Advisors, College Station, TX, May 2015-November 2015
  • Reviewed client taxes, insurance, and estate documents
  • Ran retirement projections, helped create client financial plans, and gathered investment information
• Teaching Assistant, Texas A&M University Department of Finance, College Station, TX, January 2015-August 2015
  • Held office hours, facilitated review sessions, graded assignments, and proctored tests
• Research Assistant, AgriLogic Consulting, LLC, College Station, TX, July 2014-August 2014
  • Researched, compiled, and formatted data in Excel for crop insurance programs
• Vet Assistant/Ranch Hand, Large Animal Practice, Los Osos, CA, May 2013-July 2013
  • Participated in veterinary rounds, prepared soil for row crops, and maintained irrigation systems  
• Ranch Hand, Emard Hay and Cattle Co., Modoc County, CA, June 2008-August 2012 (seasonal)
  • Performed all stages of the haying process, constructed antelope-friendly wire fence, and processed cattle
• Owner, ILI Cattle Co., San Luis Obispo, CA, September 2008-August 2012
  • Owned and operated a small commercial cattle herd on leased pasture 
  • Built and maintained fencing on leased property

Activities & Certification 

• Certified Member, Risk Management Association, January 2016-Present
  • Credit Essentials Certification

Volunteering

• Member, Rotary Club of Sheridan (sheridanrotary.org)
• Chamber Ambassador, Sheridan County Chamber of Commerce (sheridanwyomingchamber.org)

Honors & Awards

• Gamma Sigma Delta Honor Society, April 2014-Present
• Texas A&M College of Agriculture and Life Sciences, December 2013-May 2016
  • Dean’s Honor Award

Learn More About Me

Jennifer Rizer brings over two decades of experience in executive support, client service, and organizational leadership. Her diverse background spans public service, real estate, title and escrow, and nonprofit leadership, equipping her with a well-rounded perspective and a proven ability to deliver exceptional client service. At Rothman, she oversees onboarding and service coordination while ensuring the firm’s operational touchpoints reflect the highest standard of care.

Residing in Sheridan, Wyoming, Jennifer shares life with her husband, Kevin, an associate pastor, chaplain with the Wyoming Highway Patrol, and longtime high school football coach. They are proud parents of their daughter, Katelynn, who is actively involved in soccer, dance, and orchestra. Since moving to Wyoming in 2007, Jennifer has been an engaged member of her community, volunteering with community organizations and serving through various church ministries. She is passionate about cultivating meaningful relationships and leaving a lasting, positive impact on the lives of others. Outside of work, Jennifer loves to travel and enjoys exploring the great outdoors across Wyoming’s mountains, lakes, and wide-open spaces.

Education & Credentials

• Bachelor of Arts in Biblical Studies, The Master’s University
• Lean Six Sigma Yellow Belt, Solve4X, LLC
• Notary Public, Wyoming Secretary of State

Experience

• Executive Assistant, City of Sheridan – Sheridan, WY
• Licensed Sales Associate/Office Manager, Chase Brothers, LLC – Sheridan, WY
• President / Escrow Officer, Sovereign State Title Company – Sheridan, WY
• Administrative Coordinator, Utilities Department, City of Sheridan – Sheridan, WY
• Principal’s Secretary, Sheridan High School – Sheridan, WY
• Director, MOPS (Mothers of Preschoolers, a Non-Profit Organization) – Sheridan, WY
• Legal Secretary, Law Office of Sara Williams Hurst, LLC – Sheridan, WY
• Certified Escrow Officer, Chicago Title Company, LandAmerica Commonwealth Land Title, Stewart Title, Lawyer’s Title – Various Locations, CA (Tehachapi, Bakersfield, Santa Maria, and Solvang)

Volunteering & Community Involvement

• Volunteer, Food Bank of Wyoming – Statewide hunger relief organization and Feeding America partner, providing food through mobile pantries and local programs (wyomingfoodbank.org)
• Volunteer, The Food Group of Wyoming – Local nonprofit combating childhood hunger through weekend food bag distribution to K–12 students (foodgroupwy.org)
• Team Lead, Habitat for Humanity – Every Woman Build – National initiative empowering women to support affordable housing through fundraising and homebuilding (sheridanhlt.org)
• Founder, Daughters of the King – Faith-based women’s group focused on outreach and service to vulnerable individuals in hospitals, shelters, and advocacy centers.
• Builder, Casas Por Cristo – Christian organization building homes for families in need across Latin America in partnership with local pastors (casasporcristo.org)