From a very young age he experienced first hand the impact that a financial advisor can make in a family’s life. The guidance his family’s advisor provided was significant in assisting his family to reach their goals, and he knew from that time he wanted to do the same for others.
As a Wealth Management Advisor, Jacob is qualified to address the diverse needs of each client as they financially prepare for their future. Jacob provides recommendations and strategies for your financial goals including asset allocation, retirement, educational savings, and life & long-term care insurance.
Jacob works closely with automotive, engineering, and healthcare professionals in metro Detroit to help them pursue their financial goals. Through his years of experience, he has gained insight into local employee plans and helps implement strategies to work towards their distinctive needs. He also puts an emphasis on those who are nearing or preparing for retirement, and those who are retired and focused on preserving their wealth.
Education
- Michigan State University
- Bachelor’s in Economics
- Associate in Business-Mgmt.
Professional Qualifications
- Series 7
- Series 66
- Life, Accident, & Health Insurance Licenses
- Variable Life and Annuities License
- SIE (Securities Industry Essentials)
Memberships & Affiliations
National Eagle Scout Association
Personal
Jacob lives in Walled lake with his dog, JJ. As an Eagle Scout, he loves anything outdoors. He can be found fishing at Tippy Dam, kayaking the Manistee & Au Sable Rivers, and heading to the dock on weekends. He also loves golfing, skiing, hunting, and camping. When not in nature, he enjoys painting and rooting on the Lions, Red Wings, and Birmingham Bloomfield Beavers.
As a lifelong member of the Metro Detroit community, I partner with Michigan families and individuals who are seeking steady advice and counsel regarding their financial goals. Every family, couple, or individual has their own unique circumstances or situation. That is why I am dedicated to understanding what is most important to you. Whether it is in preparation for retirement, navigating an employment transition, protecting and preserving wealth, or ensuring a comfortable and continued retirement, we will create a tailored roadmap to success and partner together to pursue your goals.