Jacob brings a unique blend of financial expertise, entrepreneurial insight, and real-world experience to guide high-performing individuals toward their financial goals.
Credentials
Jacob holds his Certified Financial Planner® (CFP®) designation, MBA, and SE-AWMA® credential, along with all required financial services licenses. His knowledge spans wealth management, business succession planning, and customized financial strategy for high-net worth individuals and families, athletes, and entertainers.
Whether you're building a business, navigating the complexities of a high-income career, or planning for generational wealth, Jacob combines technical sophistication with a holistic approach to understand your complete financial picture.
Beyond the Office
Jacob's passions run deep and inform his work. A former competitive snowboard racer and coach, he spends significant time in the mountains—skiing and snowboarding with family, friends, and clients. He's also an accomplished musician and is passionate about organizing concerts and events. These pursuits have shaped his creative problem-solving and appreciation for the unique demands of high-performing individuals.
Jacob is a lifelong entrepreneur who understands the challenges business owners face and brings that credibility to client relationships. He's visited 30 countries across five continents and enjoys exploring different cultures.
He and his wife Denise live in Orono, Minnesota, with their three Alaskan Klee Kai dogs: Miska, Kai, and Lumi.
