Jake Robinson

In 1995, Jake embarked on a transformative journey with Roy Matlock, Jr.’s organization, eventually carving his path by establishing his own office under the same esteemed banner. Through his unwavering dedication, Jake has been a guiding light for countless families, empowering them to navigate the complexities of financial decision-making with confidence and clarity.

In the ever-evolving landscape of our economy, Jake understands the apprehensions and uncertainties that often accompany financial planning. With a genuine commitment to understanding your unique concerns and aspirations, he fosters meaningful conversations to provide you and your family with a decisive advantage.

Jake’s venture with his wife, Heather, to open their own office in the United Kingdom speaks volumes about their pioneering spirit. As founders of CitiSolutions, they spearheaded innovative solutions, leaving an indelible mark on the financial markets of Greater Manchester, UK, and positively impacting thousands of families.

Passionate about collaboration, Jake thrives on forging bonds with professionals and vendors across the financial spectrum. By leveraging top-tier products and services, he advocates for a team-based approach, championing the Virtual Family Office concept to empower advisors in maximizing their practice potential.

Embracing a legacy mindset, Jake joyfully partners with his daughter, Whitney, blending their investment and marketing acumen to create a thriving family business. Together, they extend their services to the Greater Nashville area while embracing virtual connectivity to serve clients nationwide.

Beyond his professional endeavors, Jake finds solace in his roles as a husband, father, and soon-to-be grandfather thrice over. An avid self-reliance skills-builder and mead brewer, he finds fulfillment in micro-homesteading hobbies, reflecting his deep-rooted passion for connection and nurturing growth—both in his personal life and in the lives of his cherished clients. With an unwavering commitment to your financial and familial well-being, Jake stands ready to journey alongside you, helping turn your aspirations into reality