Current Role and Professional Background:

As a Associate Advisor, Jake oversees the day-to-day relationship with his Houston wealth management clients, addressing their financial advisory needs, participating in client meetings, and servicing their accounts. Prior to joining Goodman Financial, Jake attended the University of Houston’s Personal Financial Planning Program where he was able to prepare for his role through participation in Financial Planning Projects and by serving as an investment analyst for Bauer Capital Group. During his time at the University of Houston, Jake also had the privilege of completing a tax planning internship with Moss Adams and RSM US LLP.

Education:

• Bachelor of Business Administration in Accounting & Finance, University of Houston, 2022
• CERTIFIED FINANCIAL PLANNER^® Professional
• Personal Financial Planning Certification