Jake Drum, CPA, CFP, PFS

As a Certified Public Accountant and a Certified Financial Planner® I am able to bring together my experience working in both public accounting and financial planning to provide my clients with a unique perspective on their financial lives.

My tax career has been focused on serving small business owners, real estate investors, sales professionals, and healthcare workers. As a financial planner, I have worked with clients from all different industries and professions to help them map out their financial life and create a plan for achieving their goals.

I founded Lakeview Tax Advisors with the goal of bringing together my experience in both tax and financial planning to help clients create a plan to minimize their taxes, and assist them with implementing that plan all the way through the process of preparing their tax return each year.

Education and Experience:

I am a graduate of Auburn University where I walked on to the basketball team for four years and the football team my senior year. I later received my Masters in Accounting from UAB. I have 10 years experience working in public accounting and financial planning

Professional Affiliations & community involvement:

• American Institute of Certified Public Accountants
• Financial Planning Association of North Alabama
• Estate Planning Council of Birmingham
• Church of the Highlands
• Auburn Alumni Association

More about me:

My wife, Ashley, and I have two children and our weekends stay busy with youth sports, watching our favorite teams play, and travel.