Jacob has the heart of a teacher and coach when it comes to working with clients. He believes in the importance of focusing on life goals first, and utilizing money as a tool with which to achieve those goals. He loves building life-long relationships with his friends and clients.
Jacob has been in the financial services industry since 2008 and has been doing comprehensive financial planning for clients since 2013. He graduated from the University of Missouri-St. Louis with a B.S. in Business Administration, Finance Emphasis, and is a CERTIFIED FINANCIAL PLANNER®. Before his career in Financial Planning, Jacob consulted with organizations to help them plan for disaster recovery, crisis management and business continuity in response to natural or man-made disasters.
Jacob grew up in Waterloo, Illinois, where much of his family still call home. He and his wife, Kate, now live in Clifton Heights with their two sons, Maxwell and Weston, and their Australian Shepherd, Tucker. Jacob loves spending free time with his family, teaching his son to play soccer, read and take apart just about anything mechanical.
