Jake Lingard helps individuals and families navigate life’s most important financial decisions with clarity and confidence. A Certified Financial Planner® professional and Chartered Financial Consultant® (ChFC®), he brings more than fourteen years of fiduciary experience to every client relationship – offering objective, comprehensive advice grounded in a genuine understanding of each client’s goals.

Jake earned a Bachelor of Science in Economics from the University of Utah and an MBA from Weber State University.

Jake is based in Salt Lake City, Utah, where he lives with his wife and their four children. Outside of work, he enjoys coaching his kids’ soccer teams and exploring the outdoors with his family.