Jacob Williams, Ph.D., CFP®

Director

Jake joined Becker Capital in 2026 and has been in the financial roles since 2006. Jake leads our Boise office and brings an incredible blend of technical expertise, leadership experience, and a passion for building meaningful connections in our community. He appreciates Becker Capital’s commitment to a client-first, relationship-driven culture.

Jake is active in education and thought leadership as an Adjunct Finance Faculty and past President of the Financial Planning Association, Idaho Chapter. When not at work, he enjoys spending time with his wife and five children.

B.S., Brigham Young University, Business Management, M.B.A, Texas Tech University, Ph.D., Texas Tech University, Personal Financial Planning