Partner and Advisor
Jake Weatherford is a Partner and Wealth Advisor. He is responsible for providing client investment advice and implementing the firm’s financial planning strategies. Jake is also responsible for portfolio modeling and financial projections, which help our clients evaluate potential outcomes of their decisions.
Jake earned a Bachelor of Business Administration from Oklahoma State University. He also holds an MBA in financial planning and attained the Certified Financial Planner ™ (CFP®) designation. While at Oklahoma State he was the recipient of the General Honors Award.
Jake’s desire to help people attracted him to the wealth management industry. He is a current member of Oklahoma City Downtown club, enjoys attending Life Church, and is on the Board of Directors at Family Builders. He also serves as a Division I college football official. He is passionate about financial planning, football officiating, and serving in the community. Jake strives to uphold the integrity of the game, every time he steps onto the field.