Jake Preston is the Lead Financial Planner at Beacon Wealth Consultants. In this role, Jake is responsible for overseeing all aspects of financial planning for the company, as well as supporting independent advisors and sub-advisors with financial planning assistance and LightPoint Portfolios enrollment.
Of note, Jake grew up in Salem, Virginia, and graduated from Salem High School as a distinguished scholar in 2016. He was involved in various activities during his time at Salem, including serving as captain of the lacrosse team, member of the golf team, SCA President, and member of the National Honor Society. From there, he attended Liberty University, where he graduated Magna Cum Laude with a bachelor’s degree in Financial Planning along with minor degrees in Theology and Biblical Studies. Jake and his wife Victoria currently live in Roanoke and are members of Fellowship Community Church.
Jake is passionate about the intersection of values and money. He desires to help both individual clients and other financial advisors implement faith-based investing solutions and values-centered financial planning.