Jake Parsons
President & CEO
CFP®
Jake is a firm believer that you can do anything you set your mind to. He has a passion for serving the community and helping families and companies reach their full financial potential. As a leader, he encourages his employees to continuously grow on a personal and professional level, and adapt with an ever-changing industry.
As a child he wanted to become a fighter pilot for the US Navy and he did just that - Jake served this great country proudly for 22 years on active duty and in the Navy Reserve flying the F/A-18.
Out of the Office
Along his life journey he also learned the value of family and has been truly blessed with a loving wife and four children. Literally, every second of his life beyond work, with the exception of maybe a little golf and fishing, is devoted to family.
Education & Certifications
United States Naval Academy - Bachelor of Science, Physics
University of Southern California - MBA
Certified Financial Planner (CFP®)