Jake Crandall plays an integral part in our team’s continuing commitment to providing a wide array of financial services to clients. As a CFP® certificant and CPA, Jake works with clients on strategies for income tax reduction and cash flow enhancement, wealth transfer and protection, and tax-efficient maximization of charitable impact.
Jake earned his Bachelor of Business Administration and Master of Accountancy from Baylor University in 2015. While at Baylor, Jake was selected to join the BEST program, an accelerated strategic management course of the top, academically excellent students. After graduating from Baylor, Jake spent two years at KPMG Nashville’s Audit practice and two-and-a-half years at Cahaba Wealth Management. While in Nashville, Jake joined the Young Leaders Council and served on the Metro Nashville Young Life Committee. He currently serves on the Early Professionals Advisory Board of the Baylor Accounting Department.
Jake lives in the Junius Heights neighborhood of East Dallas with his wife, Maddie, sons, Calvin and Everett, and their labradoodle, Franklin. He loves spending time with family, playing golf with his friends, and cheering on the Baylor Bears.