As a Financial Advisor, Jake develops financial plan analyses and scenarios. As part of his role, he oversees client engagements to ensure that our clients' financial plans stay on track and any necessary adjustments are implemented. Jake holds a Bachelor of Science in Business Administration with a double major in Finance and Financial Planning from Liberty University and is a CERTIFIED FINANCIAL PLANNERTM.
When he is not in the office, Jake enjoys playing golf, watching documentaries, finding new restaurants, and spending time with friends.
"Someone is sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
A story about how the depths of faith and spirituality can get a person through even the darkest nightmare. Corrie ten Boom and her family led the Dutch Underground during the Nazi occupation of Holland, aiding and hiding Jewish people in a secret room in their home above their watchmaker shop.
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PYA Waltman Capital is a registered investment advisor and may only transact business in those state in which it is registered or qualifies for an exemption or exclusion from registration requirements. The content on this website is developed from sources believed to be providing accurate information. The information in this material does not constitute legal, accounting, tax or other professional advice or services. The opinions expressed and material provided are for general information and should not be considered as solicitation for the purchase or sale of any security.
