Joining the team in 2018, Jake brings experience as a Certified Financial Planner®. Jake graduated from University of Georgia in 2004, and promptly married his wife, Tally. After a brief career in product sales, he realized his true passion for building deep, trust-based relationships and helping people develop and attain their personal goals. He became a Financial Advisor in February 2009, and began to build his client relationships. Jake is excited about continuing to help clients pursue and achieve a work optional lifestyle alongside the Wealth Enhancement & Preservation team.
Jake, Tally and their three kids, have lived in Forsyth county for the last 10 years and have been active members of Perimeter Church in Johns Creek for 12 years.