Jacob is passionate about financial planning and believes in an all-encompassing approach to the planning process. His main goal is to help families and individuals reach their personal and financial goals. In his role, Jacob assists the team in financial plan development, investment management, and various research projects. He is also responsible for directly servicing some of our clients.
FOCUS AREAS
- Early Career Accumulators
- Employee Benefits
- Retirement Income Planning
- Social Security Analysis
- Pension Analysis
- Retirement Distribution Analysis
Jacob started working for the team in 2016. He joined shortly after graduating from Western Kentucky University with a B.S. in Financial Planning. Since then Jacob has passed several industry exams including the CERTIFIED FINANCIAL PLANNER™ exam. As a CFP®, Jacob has a fiduciary duty to act in the client’s best interest and has extensive knowledge on a wide variety of financial planning topics. Jacob also serves on the team’s Investment Committee.
EDUCATION AND INVOLVEMENT
- Western Kentucky University – B. S. Summa Cum Laude Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Next Gen Advisory Board
PERSONAL
Jacob loves to spend time with his wife, Haley, and their cat, Kitty. They enjoy travel, sports, and trying out new local foods and shops. Outside of family life Jacob enjoys sports such as football, baseball, and golf. He is also on a local flag football team.