Designations and Licenses

Jake is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Jake provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Jake was a wealth management advisor at Blackwood Financial Group. Before that, he was an audit associate at Warren Averett and an area sales manager at Buffalo Rock Company.

Jake holds a bachelor’s degree in accounting and a BSBA from Faulkner University.

Personal Interests

Away from the office, Jake enjoys spending time with his wife and trying to keep up with his two daughters.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.