Jake is a CERTIFIED FINANCIAL PLANNER® professional as well as a Certified Exit Planning Advisor (CEPA®).

After graduating from Springhill College with a B.S. in Economics & Finance, Jake embarked on a career with a boutique Alternative Investments firm that began in Southern California and with much success, was subsequently promoted to Senior Vice President of New York City and the surrounding Metro area. In his role educating financial advisors on various alternative investment strategies, Jake also witnessed the positive impact certain advisors had on their clients’ lives.

 His wife Jillian, a Daphne, AL native, and their four young daughters came home to the Eastern Shore in 2018 where Jake began a six-year journey as an advisor at Morgan Stanley, prior to joining Town Square Consulting LLC.

Jake brings a wealth of knowledge and a strong industry background to his role of Partner at Town Square Consulting LLC.

Since taking his family from Wall Street to Main Street, Jake has created a practice that centers around his clients’ goals through sound financial planning as well as assisting business owners navigating liquidity events.

As a member of Ed Slott’s Elite IRA Advisor Group℠, Jake studies directly with Ed Slott and Company, America’s IRA Experts, year-round. This means he’s continuously updated on the latest tax law changes, vetted through ongoing training and background checks, attend semiannual workshops, and is supported by a team that answers thousands of real client cases each year. Put simply: Retirement tax planning is complicated. He’s invested in this specialized education, so you don’t leave money on the table.

Jake is a big supporter of local charities; Gift of Adoption- AL Chapter (previous board member), Kiwanis Club of Fairhope, Art for Heart (previous board member), and Mobile’s American Cancer Society Chili Cook Off (2023 2nd place team). On Fat Tuesday you can find him riding and reveling on a float in downtown Mobile.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.