Jake founded VFG in 2003 and leads the firm today across tax, audit, and advisory. Under his direction, VFG has grown into a multi-office platform serving more than 3,500 clients, including closely held businesses, high-net-worth individuals, family offices, and non-profits, with teams across the United States.
Bill built his understanding of VFG from the inside, joining the firm in 2021 and working across its tax, bookkeeping, and advisory functions before stepping into operational leadership. That depth now shapes how he runs the firm: he oversees tax, bookkeeping, and advisory, with oversight into audit, informed by firsthand knowledge of how the work actually gets done.
Morgan built VFG's People & Talent function from the ground up and now runs it across all office locations, supporting employees through a period of rapid growth and outside investment. She leads all of People & Talent at VFG, including hiring, compensation, and performance management.
Zachary heads M&A for VFG from deal execution through integration, leads the firm's transaction advisory services department, and guides its technology strategy. He delivers quality of earnings and due diligence work for buyers and prepares sellers for market.