Jake Williams

Jake Williams

Director of Planning & Research

Jake and his wife, Melanie, have three girls and one boy. They enjoy spending time together hiking, biking, fishing, playing board games, and making homemade ice cream. They are happy to be back in Idaho where they are closer to family and the majestic Idaho wilderness. Jake enjoys reading, dissecting, and applying Academic research in Finance and Economics in order to improve people’s lives.


  • Certified Financial Planner (CFP)TM


  • Doctor of Philosophy (Ph.D.) – Texas Tech University
    • Financial Planning (a combination of Wealth Management, Behavioral Finance, and Economics)
    • Dissertation focused on Retirement Income
  • Masters of Business Administration – Texas Tech University
  • Bachelors of Science – Brigham Young University-Idaho
    • Finance


  • Current Member of the Financial Planning Association (FPA) Idaho Chapter