Jake Sturgill has many years of experience helping clients manage their money and investments. He is passionate about helping people make sound financial decisions and reach their financial goals and specializes in financial planning, investments, taxes, and retirement planning. Jake is a Certified Financial Planner™ (CFP®) practitioner who has completed extensive training and adheres to a strict code of ethics seeking to ensure his clients receive competent and qualified advice to help them pursue their financial goals.

Jake is committed to providing the best service possible and is always learning new skills and techniques to improve his work. He is also passionate about staying up-to-date with the latest industry trends and technologies.

In his free time, Jake enjoys spending quality time with his wife and two children, watching sports, reading, and playing golf.