Overview
Jake serves as a strategic partner and trusted advisor to a wide range of businesses, from small startups to large, mature businesses. His experience spans multiple industries, with a strong concentration in medical, dental, and veterinary practices, as well as closely held real estate companies. His approach is centered on building long-term relationships and delivering proactive, personalized guidance for his clients.
Experience
Jake specializes in comprehensive business and tax planning services, helping clients maximize profits and minimize tax burdens both at the business and personal levels. He also works closely with high-net-worth clients, providing financial, estate, and family planning strategies that support long-term wealth preservation and growth.
Throughout the course of his career, Jake has helped clients achieve meaningful financial outcomes, including increased profitability and sustained net worth growth. He is known for being accessible, responsive, and detail oriented. Clients often praise his ability to simplify complex issues and deliver thoughtful, timely counsel.
Education & Affiliations
Jake earned his Bachelor’s in Accounting from the University of Alabama in Tuscaloosa. He is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS), and a Chartered Global Management Accountant (CGMA). He is an active member of the American Institute of Certified Public Accountants (AICPA), the Alabama Society of Certified Public Accountants (ASCPA), and the Alabama Medical Group Management Association.
Jake previously served on the council of the ASCPA and as President of the Birmingham Chapter of the ASCPA.
Insights
