Jake has been helping people make smarter money moves since 2010. His focus? Guiding individuals and families through financial decisions after receiving legal settlements or personal injury awards. Over the years, he’s also become a trusted resource for families with children or loved ones with special needs, making sure they have the right financial plan in place for the future.

Beyond financial planning, Jake is a licensed insurance agent in multiple states and knows the ins and outs of trusts and estate planning. His goal is simple: to help you protect what matters most while making confident money decisions.

Jake earned his Business Administration degree from Piedmont University and holds top industry certifications, including Certified Trust and Fiduciary Advisor (CTFA) and Chartered Special Needs Consultant® (ChSNC®).

When he’s not helping clients, Jake enjoys life in metro Atlanta with his wife, Jennifer, and their two kids, Ana and Alex. You’ll usually find him watching hockey, football, or baseball—when he’s not catching up on the latest in pro wrestling.

Want to talk about your money goals? Jake’s here to help.