Jake Hoheisel

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 PLANNER^TM.

When he is not in the office, Jake enjoys playing golf, watching documentaries, finding new restaurants, and spending time with friends. Learn more about Jake in our Employee Spotlight.

"Someone is sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett