Jacob graduated from Columbia International University in 2017 with a degree in Business Organizational Leadership, where he played soccer for 4 years as a goalkeeper. His hobbies include being active in the great outdoors, running, swimming, fishing, golfing, and of course basketball.
Where have you previously worked? From 2018-2020, at Charles Schwab as a stockbroker.
What licenses/professional designations do you have? Series 7, Series 66, and CPFA.
Favorite sport to play as a child? Basketball
Favorite sport to play as an adult? Basketball
Best book ever read? The Great Gatsby by F. Scott Fitzgerald
How would you describe what you do here? I assist clients by walking with them through and to their financial and retirement planning goals.
What is something people may not know about you? I helped found and establish a chess club in middle school.
If you are not at the office, where can we find you? Spending time with friends and family.
Name a historical person who is a hero to you? Nelson Mandela