Jake Sturgill is a third-generation family member to provide financial services to residents of Carroll County and the surrounding areas; Jake’s grandfather, Jim, and father, Lee, have been practicing as Certified Public Accountants (CPA) since the early 1960’s. From an early age, Jake understood the need for people to receive competent and qualified professional advice to help pursue their goals.
In high school, Jake was accepted into Carroll County’s first Academy of Finance class. It was through this curriculum, which covers banking and credit, financial planning, global finance, securities, insurance, accounting, and economics, where he first found his passion for understanding how to strive to create, grow, and ultimately preserve wealth.
After graduating from James Madison University in 2010 with a Bachelor of Science degree, Jake spent the next four years with T. Rowe Price, consulting with individuals and advisors. The desire to continuously learn and provide competent advice led Jake to embark on the two- year journey of rigorous classes and exams to achieve the coveted CERTIFIED FINANCIAL PLANNER ™ (CFP®) certification through the Certified Financial Planner Board of Standards, Inc.
Jake’s desire to provide independent advice led him to join Puckett & Sturgill Financial Group in January of 2015. Jake consults with outside professionals including CPAs and attorneys to deliver his clients holistic financial planning services. Jake enjoys helping his clients to save wisely and invest diligently. He is also an avid proponent of implementing the latest technology into his practice to increase transparency and connectivity.
Jake and his wife, Hannah, reside in Westminster, MD, with their two dogs. In their free time, they enjoy spending quality time with their friends and family, cheering on the Baltimore Ravens, and doing all things outdoors. Jake is on the Advisory Board for the Academy of Finance and is an active member of the Carroll County Chamber of Commerce.