Jake is a licensed advisor who works with our clients and advisory team to create financial plans. Financial planning spans so many areas including cash flow modeling, retirement and education planning, insurance and emergency fund reviews, intergenerational planning, charitable giving strategies, coordination with other professionals, inheritance planning, and multi-generational giving strategies.  Jake is instrumental in gathering all the data needed to build a plan, structuring modeling to represent scenarios based on client goals and areas of planning focus, and he works with us to present these plans and adapt them over time with you as life brings new goals and challenges. Jake brings seven years of financial planning focused experience to add to our team’s capabilities along with eMoney planning software expertise and licensing as a financial professional who can provide advice and analysis.

Outside of business hours, Jake enjoys exploring nearby hikes and waterfalls.  He finds writing music and playing guitar and piano to be very relaxing.  As opportunities arise, he also enjoys serving alongside his church in the Middle Tennessee community.