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. He has more than 25 years of experience in tax and advisory services, guiding businesses through growth, transition, and succession.
His priority is scaling VFG without giving up what made it work: excellent client service, direct partner relationships and advisors who understand their clients’ businesses, not just their returns.