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In 50 Words Or Less: My family and friends call me Jake. When I’m not in the office I’m spending time with my wife and daughter, working around our house or mountain biking. I invested in my first mutual fund at the age of 15 with savings from my first job.

Credentials: I am a CERTIFIED FINANCIAL PLANNER™ practitioner; and an affiliate member of NAPFA, the National Association of Personal Financial Advisors.

Experience: I joined Woodstone Financial in 2011. As an associate advisor I take a lead role with our client service requests; and directly assist clients with financial planning, and investment management.

Education: I hold Bachelor’s degree from Appalachian State University and a Master’s degree from the University of Georgia. I studied human and economic geography (feel free to ask!) and I am also a published peer-reviewed author in this field of study. In addition, I completed the CFP Board-Registered Program at The American College of Financial Services. As a CERTIFIED FINANCIAL PLANNER™ practitioner, I complete at least 30 hours of additional continuing education courses annually.