Jake Martin CPA, MBA, CFP®

Jake’s favorite part of working with clients is helping build the roadmap that leads to them achieving their goals. 

Jake is married to his high school sweetheart, Camryn, who works as an assistant in oral surgery. 

Professional Designations/Education

Certified Financial Planner (CFP®)
Certified Public Accountant (CPA)
Bachelor of Business Administration, Accounting and Financial Planning, Freed-Hardeman University
Master of Business Administration, Freed-Hardeman University

What do you like the most about your job?

My favorite part of working with clients is helping build the roadmap that leads to them achieving their goals.

Tell us something very few people know about you?

In his free time, you can find him spending time with friends and family, traveling, watching whatever sport is on, and supporting the Tar Heels.

How long have you been helping clients as a financial planner?

2 years