Jacob Overman, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor & Founder

Captivate Wealth MN. Jacob Overman.

Originally from the small community of Albany, MN, Jake always knew that he wanted to get involved in a career that would allow him to make a significant impact on those around him. Jake attended St. John's University (MN) where he earned his degree in economics and finance. He has been helping clients achieve financial security since 2005.

Jake has two adopted children, Sloan and Adelaide, and loves spending time outside of the office with these two!

Jake spends the majority of his free time during the summer months playing golf at the St. Cloud County Club. Jake enjoys cooking with his Traeger, traveling, and spending time with family and friends. Jake is a true sports fan and follows many local teams including the St. John's University Johnnies, his alma mater.

CERTIFIED FINANCIAL PLANNER Professional (CFP®)

Jake feels that education is very important and that our clients deserve an Advisor with the knowledge and skills that education presents. This led to the decision to obtain his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Charted Financial Consultant (ChFC®), Certified Life Underwriter (CLU®) designations, and Retirement Income Certified Professional (RICP®).

Certified Financial Planner Board of Standards, Inc. is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for CFP Certification. 

CFP, RICP, CLU, ChFC

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Captivate Wealth Team

When you are a Captivate Wealth client, you place your trust in us to help make your vision a reality. We honor that trust with the help of our expert staff. We make a strong commitment to customer service.

Photo of Associate Wealth Management Advisor and Director of Investments Andrea Rudderman

Andrea Rudderman

Associate Wealth Management Advisor and Director of Investments

612-758-7600

Andrea joined our team in April of 2014. She holds Florida and Minnesota Life, Accident, and Health Insurance licenses and Series 7, 6, and 63 investment registrations. She attended Saint Cloud State University in St. Cloud, MN where she earned her BA in business management. Andrea moved from Minnesota to Florida in 2018 to be closer to family (and the beach!). Technology has allowed her to remain on our team providing the same high service level that clients have come to expect. In her free time, Andrea enjoys spending time with friends and family, yoga, hiking, and reading. Andrea resides in the Jacksonville, FL area with her husband, Jeff, and their fur-child, Aurora.

Photo of Associate Financial Advisor Dominic L Severson

Dominic L Severson

Associate Financial Advisor

320-257-6070

After completing two years of the Northwestern Mutual Internship, Dominic decided to continue his career in the financial services industry by transitioning to our team in 2022. He is a first-generation college graduate holding his BA in Finance from the University of Minnesota Duluth.  He holds a Minnesota Life, Accident & Health License and series 6 and 63 registrations. As an Associate Financial Advisor, his role on the team is to assist with helping you reach your goals. Outside of the office he enjoys spending time with family, golfing, cooking, and taking care of his dog (Kota) and cat (Zuko). He looks forward to creating long lasting relationships with our clients and being a resource to the team.

Photo of Director of Investment Research Chad Michael Hayes

Chad Michael Hayes

CFA®, CFP®

Director of Investment Research

Chad started his career with Northwestern Mutual as an intern in 2010. He has a passion for helping clients develop investment strategies to achieve their goals. Chad holds the Chartered Financial Analyst and Certified Financial Planner designations. He also has his Series 7, 66, Variable Life & Annuity, Life, Accident & Health Licenses. Chad graduated with honors from MSU-Mankato with a degree in financial planning and insurance. In his free time, he enjoys spending time with friends and family, being outdoors, and reading.