Jacob Williams, AIF®

Jake supports our planning process and has been helping our clients for nearly 10 years. He works closely with Brent to find the best solutions for each client’s unique financial situation and takes the lead on all account management support.

Jake earned a bachelor’s degree from the University of Kentucky and holds the Accredited Investment Fiduciary (AIF®) designation. He enjoys helping our clients solve their biggest money challenges—digging into what matters most and finding a path forward to help them reach their goals.

When he’s not at work, you can find Jake woodworking, leatherworking, playing music, or out on the golf course. He’s all about hands-on projects and enjoys bringing a creative, detail-oriented approach to everything he does.