With 14 years of experience in the financial industry, Jacob is the newest member of our team. He has earned his LUTCF and FSS designations and is in the process of acquiring his ChFC designation.
Jacob has completed the Series 6 exam: the Investment Company and Variable Contracts Products Representative Qualification, The Series 7 exam: FINRA General Securities Representative Qualification, the Series 63 exam: NASAA Uniform Securities Agent State Law, and the Series 65 exam: NASAA Uniform Investment Advisor Law. His approach is “lead with planning for a more comprehensive approach and focus on what’s important to you.”
Jacob grew up in a rural Nevada town. He moved to the Valley 14 years ago with his wife. They have two children, a cat, and a pig. He enjoys spending time with family, outdoors activities, cycling, house projects and gardening.