Jake is committed to our overall mission to help clients reach their financial goals and has experience in business development and investor relations. He earned a bachelor’s degree in finance, summa cum laude, in 2021 from Austin Peay State University, where he played tennis, and a master’s degree in financial planning from the University of Georgia in 2023.
Jake coaches tennis at Cedar Bluff Racquet Club and serves as a volunteer coach at Knoxville Catholic High School and Austin Peay. He also enjoys playing video games and sports.