Jake HaverlyFinancial Planning Analyst

    Current Role and Professional Background:

    As Financial Planning Analyst, Jake works with our Senior Financial Advisors to service client accounts, prepare presentations and financial analyses, and address our clients’ financial advisory needs. 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
    Personal Financial Planning Certification