Financial Advisors for Now and the Future.

About Jake

Growing up in the Raleigh, North Carolina area I was blessed with an amazing family and friends. I played many sports as a child, but the older I became I grasped on to golf as my favorite and most enjoyable. Some of my greatest memories as a teenager was traveling with my father to golf tournaments all throughout the country to accomplish my goal of playing collegiately. In 2012, that dream became a reality when I came to King University in Bristol, TN on an athletic and academic scholarship. Other than being involved in NCAA DII athletics, I was a member of the college’s honor council, the NCAA Student-Athlete Advisory Committee, and was a four-time academic all-conference member. In 2015, I interned with the American Junior Golf Association and traveled across the entire United States running the most competitive junior golf events in the country; this internship was one of the best experiences of my life. After receiving a bachelor’s degree in Economics and Political Science I stayed in Bristol, TN to further my education. In the spring of 2017, I graduated from King University with a Master of Business Administration and a specialization in Project Management.

I do not play as much golf as before, but I am grateful for the many life lessons the game has taught me as I apply that knowledge in work and at home every day. In May of 2017, I began my career in the financial services industry and since then I have grown my knowledge and skillset substantially. As the Director of Operations, I work closely with the operations and advisory team to bring forth the best client experience as possible, as well as providing clients with transparent, proactive and timely information. My passion is to help the organization grow and to make the complex simple for our clients and their families, so they can enjoy life now.

I am blessed to be engaged to my fiancé Abby, and we are excited to start our life together. We both enjoy traveling to new places and spending time with friends and family. My favorite time of the year is fall and football season, so I can watch Carolina Panthers games every Sunday.


What’s your favorite food:

Any item on the menu from Jimmy V’s restaurant in Raleigh, North Carolina.

Favorite quote:

“Golf is the closest game to the game we call life. You get bad breaks from good shots; you get good breaks from bad shots…but no matter what, you have to play the ball where it lies.” – Bobby Jones

If I could meet anyone, past or present, it would be:

John Daly

Favorite movie or TV show:

Glory Road

Favorite holiday:

Thanksgiving