Jacob’s passion lies in helping you! With commitment to knowing your goals and tolerance for risk, Jacob finds options by way of insurance, investment, and legacy planning to help you choose the best means of accumulating, managing, and protecting your money.
Jacob gets to know you to understand your ideas and concerns, and then helps you determine what you would like to accomplish from personal and business planning perspectives. You’ll have his help to proceed, and ultimately Jacob takes responsibility to get the job done.
As a financial Professional, Jacob is fully licensed and certified in financial disciplines and polishes his skills to stay on top of his field to provide the best possible advice. Jacob offers you an impressive depth of expertise and services which positions him to be your trusted advisor. As needed, Jacob works closely with estate planning attorneys and CPA’s.
Clearly Jacob’s enthusiasm is finance. He holds a Bachelor’s in Accounting and Business Administration with a Finance minor from Texas A&M University-Corpus Christi. Jacob began his practice in 2008 and currently works with clients in the states of Texas, Ohio, and California.
In Jacob’s free time he loves to scuba dive in the summer and snowboard during the winter with his wife Amber and their son Jensen.