Who We Are...

Jake is a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant who specializes in guiding commercial real estate brokers through volatile commission income cycles.  He develops in-depth financial plans that address tax optimization, while balancing the need for liquidity in addition to saving for long-term goals.

In addition to his professional duties, Jake has served on the Advisory Board for the Baylor University Accounting Program and currently serves on the State Fair of Texas Chairman’s Taskforce.

Jake earned his Bachelor of Business Administration in Accounting and Master of Accountancy degrees from Baylor University. He and his wife, Maddie, have been happily married for 9 years and are proud parents of their three young children.