Jake plays an important role in delivering the high level of client service that defines Fountain Wealth Partners. As a Financial Planner and Senior Relationship Manager, he works closely with clients and advisors to support financial planning, coordinate review meetings, assist with account servicing, and help ensure that client needs are handled thoughtfully and efficiently.

With strong organizational skills and attention to detail, Jake helps coordinate the many moving pieces involved in maintaining each client’s financial plan and accounts. Whether answering questions, facilitating requests, or assisting with administrative and planning needs, he is committed to making the client experience as smooth and seamless as possible.

Jake also supports the firm’s portfolio management and investment operations. Working alongside the advisory team, he assists with portfolio implementation, trading activities, and ongoing account management to help ensure client portfolios remain aligned with their financial objectives.

Clients appreciate Jake’s responsiveness, professionalism, and willingness to help. His approachable style and commitment to follow-through make him a valuable resource for clients and colleagues alike.

Jake earned his Bachelor of Science in Financial Planning from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER^® professional. His education and experience provide a strong foundation for his work with clients and his understanding of the comprehensive financial planning process.