Jake Weatherford is a partner and wealth advisor whose primary focus is to provide client investment advice and implement the firm’s financial planning strategies. He is also responsible for portfolio modeling and financial projections, which help clients evaluate the potential outcomes of their decisions. Jake is nearing a decade in financial advising and specializes in helping clients navigate complex retirement planning and wealth transfer concerns. It was Jake’s desire to help people that drew him to the wealth management industry, where he earned the CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy (CAP) designations. Jake holds a Bachelor of Business Administration de