Jacob Williams, Ph.D., CFP®
Jake joined Becker Capital in 2026 and has been in financial roles since 2013. 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. Prior to joining the firm, Jake was the Director of Planning and Research and Helmstar Wealth Management and held several finance faculty positions.
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, M.B.A, Ph.D., Texas Tech University,