Chief Financial Officer
Jake graduated from Brigham Young University’s Marriott School of Management with a Bachelor’s Degree in Accounting and a Master’s degree in Information Systems. Jake spent 15 years in public accounting where he provided tax, audit, and consulting services to numerous clients across diverse industries.
While in public accounting, Jake earned specialty credentials and designations for information technology (CITP), business valuation (ABV), and business appraisal review (ABAR). As an audit manager, Jake managed financial statement audits for clients in healthcare, banking, government, and distribution. In his tax practice, he helped individuals and small businesses with income tax planning, compliance services, and entity structure. Beginning in 2007, his practiced focused on providing business valuation and litigation support services.