09/02/2026
We are proud to share that Jacob Mathews has officially earned his CFP® (CERTIFIED FINANCIAL PLANNER®) designation!
The CFP credential represents hundreds of hours of coursework, rigorous examination, and a deep commitment to the people he serves. Earning it is no small feat, and Jacob accomplished it while showing up for our team and our clients every single day.
This milestone is a reflection of everything Jake brings to this work - his dedication, his drive, and his genuine care for the clients whose financial lives he helps shape. We could not be more proud to have him on our team.
Congratulations!