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 almost a decade as a member of investment teams before starting his own firm to work with clients directly. He believes that having a personalized plan that aligns with ones values can bring lasting satisfaction. Jake lives with his wife, Nour, in Paso Robles, California and loves being back in the area where he grew up after a career path that took him to Georgia, Virginia, Massachusetts, and Wisconsin. While he enjoys traveling to see friends around the country and new places around the world, Jake loves to return home to his community.
Education & Credentials
Interests Exercise – Jake can be regularly found in the gym or running outside and enjoys occasionally running a 10K or half marathon.
Reading – Jake reads and listens to books about a variety of subjects, with particular interest in finance, business, productivity, human behavior, history, biography, theology and Christian living
Travel – Jake has been to all fifty US states, and five continents… so far.
Time with family and friends – spending time in close relationships brings richness to life in a way nothing else can
Larson Patty started with Rothman Investment Management in September, 2021. Larson grew up in San Luis Obispo, California and attended Texas A&M for college. After graduating, he worked as an analyst and commercial banker for four years in McKinney, Texas. He currently lives in Princeton, Texas with his wife, Hannah. Working at Rothman Investment Management has allowed Larson to follow his passion for finance and desire to serve others, while reconnecting with his Central Coast roots.
Beyond his professional roles, Larson is an avid outdoorsman, enjoys trips with Hannah, and is involved with several Bible studies. When Larson isn’t reading a stock report or a finance book, he can be found with a copy of Field & Stream, Calvin and Hobbes, a History, or a Mystery.
Learn More About Me
Texas A&M University, College Station, Texas May 2016
BS in Agribusiness summa cum laude
BS in Animal Science summa cum laude
Study Abroad in Angers, France May 2014-June 2014
Texas A&M University, College Station, Texas May 2017
MS in Financial Management, Commercial Banking Program
Independent Bank, McKinney, Texas July 2017-August 2021
Credit Analyst I, Credit Analyst II, Senior Credit Analyst, Commercial Lender-VP
American Bank of Texas, Sherman, Texas May 2016- July 2016
Credit Analyst Intern
All Glory Investments, Denison, Texas June 2016- March 2017
Briaud Financial Advisors, College Station, Texas May 2015- November 2015
Financial Planning Intern
Texas A&M University Department of Finance, College Station, Texas January 2015- August 2015
AgriLogic Consulting, LLC, College Station, Texas July 2014-August 2014
Large Animal Practice, Los Osos, California May 2013-July 2013
Vet Assistant/Ranch Hand
Emard Hay and Cattle Co., Modoc County, California June 2008-August 2012 (seasonal)
ILI Cattle Co., San Luis Obispo, California September 2008-August 2012
ACTIVITIES AND CERTIFICATIONS
Risk Management Association January 2016-Present
Gamma Sigma Delta Honor Society April 2014-Present
Texas A&M College of Agriculture and Life Sciences December 2013-May 2016