Jacob Westlund

Jake Westlund brings over a decade of experience to his mission: helping clients achieve financial independence. He believes that thoughtful financial planning has the power to shape lives and create lasting legacies. With a values-driven and analytical approach, Jake builds highly detailed, tax-sensitive retirement and cash management strategies tailored to each client's unique goals. Before entering the financial industry, Jake worked in the medical field interpreting cardiac heart rhythms - an experience that sharpened his attention to detail and commitment to precision. He began his financial career at Wells Fargo Advisors and has since developed a practice focused on high-net-worth individuals and families, guiding them through complex financial decisions with clarity and care. Jake is known for his personalized approach, thoroughness, and calm, clear communication. He works closely with families on estate planning strategies, helping them navigate the intricacies of legacy planning. He also enjoys helping clients become more tax-efficient while tailoring their investment strategies to support long-term success and generational wealth. He holds a Bachelor's Degree in Financial Planning from the University of Utah, graduating magna cum laude, and has earned the Chartered Retirement Planning Counselor? (CRPC?) designation. His commitment to continuous learning ensures he stays ahead of evolving financial strategies and tax considerations. Outside the office, Jake is a devoted husband and father to three boys. He's active in his community, especially in mental health advocacy and youth sports. He enjoys tennis, triathlons, and coaching his sons' baseball teams.