Creating and Preserving Wealth for Generations
Jacob C. Drum, CPA, CFP®, PFS
CPA, Financial Advisor
Phone:
(205) 967-9595
Email:
Tax Planning Website:
Professional Background
As a Certified Public Accountant and a Certified Financial Planner® Jake is able to bring together his experience working in both public accounting and financial planning to provide his clients with a unique perspective on their financial lives.
His tax career has been focused on serving small business owners, real estate investors, sales professionals, and healthcare workers. As a financial planner, he has worked with clients from all different industries and professions to help them map out their financial life and create a plan for achieving their goals.
Jake is a graduate of Auburn University where he walked on to the basketball team for four years and the football team his senior year. He later received his master's degree in accounting from UAB. He has 10 years of experience working in public accounting and financial planning.
Personal
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Jake has been married to his wife, Ashley, since 2016. Ashley is a Physician Assistant at Grandview Hospital.
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They have 4 kids: Wells, Annie, and the youngest, twins Davis and Maggie.
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He and his family attend the Greystone campus of Church of the Highlands.
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Away from the office, Jake stays busy with coaching and watching the kids' sporting events, travel, and golf (though less often than he'd like these days).
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He received his master's degree in accounting from UAB in 2017, and has been helping people save money on taxes ever since.
