Jacob Connelly

Hi, I’m Jake Connelly, Associate Vice President – Investments based in Rogers, Arkansas. Before stepping into the world of financial advising, I worked as a Certified Public Accountant (CPA), which gave me a strong foundation in tax strategy and financial planning. Today, I use that experience to help individuals and families build personalized investment strategies that align with their goals and values. I believe in making financial conversations approachable and meaningful. Whether it’s planning for retirement, managing investments, or navigating complex financial decisions, I’m here to offer clear guidance and build lasting relationships based on trust and transparency. Outside of work, I’m lucky to share life with my wife, Kayla, who teaches literacy at Brightfield Middle School in Bentonville. We have two wonderful daughters, Kenzie and Claire. Kenzie is in first grade at Willowbrook Elementary, and both girls love being part of our outdoor adventures. Whether we’re fishing, golfing, grilling, or gardening, we make the most of our time outside together as a family.