Qualifications

EDUCATION
Bachelor & Master of Accountancy, University of Nebraska-Lincoln

CERTIFICATIONS
CPA, CFP®

PROFESSIONAL ASSOCIATIONS
AICPA

MARKETS OF EXPERTISE
Affluent Families and Individuals, Gift, Trust, & Estate Planning, and Professional Services

SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory

Background

Jake has over 5 years of tax compliance experience and has been with Saville for the last three years.  His expertise focuses on the aspects of taxation surrounding affluent families; including gifting and trusts.  Jake also have a variety of experiences working with professional service clients with needs such as business formation, retirement planning, and business acquisitions.

Jake was born and raised in Nebraska and moved to Dallas after  graduating college.  Since then he has embraced life as a Texan by buying cowboy boots, rooting for the Cowboys, and enjoying all the things Dallas has to offer.  He enjoys playing and watching all sports and is still an avid Nebraska Husker fan.