Jake is a CERTIFIED FINANCIAL PLANNER® for Anderson Financial Advisory Group. He is responsible for working with new and current clients to identify goals, build a retirement plan and offer objective advice on achieving those wealth planning goals.
Jake graduated from Virginia Tech with a B.S. in Finance and a concentration in Certified Financial Planning (CFP®). While in school, Jake interned with Anderson Financial Advisory Group for two years and joined full-time shortly after graduation.
Jake’s Grandmother was a financial advisor in Hubbard, Ohio and part of his motivation to become a part of the financial industry. Jake spent his childhood in Williamsburg and he currently resides there with his wife, Lauren, and their two dogs, Indy and Ridge. Outside of work, you can find Jake walking in Colonial Williamsburg with his dogs, on the golf course or hiking the Blue Ridge Mountains. He is also on the board of NATASHA House and an active member of LifePointe Christian Church, where he leads a Dave Ramsey course called Financial Peace University.