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As a Financial Planning Associate, Jacob plays a key role in supporting the financial planning team by assisting with plan preparation, maintaining client records, and facilitating a smooth client experience. He works closely with senior advisors to implement financial plans, address client inquiries, and provide ongoing service. With a detail-oriented approach and commitment to client care, Jacob helps enhance the firm’s planning process while continuing to grow his skills in wealth management.
Jacob’s decade plus of professional experience includes nine years in a small business environment, where he honed his ability to manage operations, multitask, and build lasting client relationships. He holds a Bachelor of Science in Business Administration with an emphasis in Marketing from the University of Central Missouri and has successfully passed the CFA® Level I and II exams. He has completed coursework in financial modeling and equity research through CFA® institute modules, deepening his knowledge of investment analysis and portfolio management. Within the coming years, Jacob plans to complete the CFA® program and the CFP® certification, with the hope of taking on a role as either a financial planner or investment advisor.
Jacob’s approach to financial planning is rooted in his belief that trust, integrity, and clear communication are key to cultivating client relationships. His dedication to simplifying complex financial concepts allows clients to feel confident in their financial future. His personal mantra, “Hope for the best, but plan for the worst,” reflects his upbringing in a hardworking farm family and his belief in thoughtful, forward-looking financial strategies.
Outside of work, Jacob enjoys boating and fishing, passions shaped by his childhood family vacations at the lake. He and his wife share a love for travel, having explored twelve countries together, and he takes great pride in being a father to their young daughter. He is also involved in his community, supporting the Livingston County Missouri Cancer Assistance program, which provides financial aid to local cancer patients.