Andrew Jacobitz, CFA

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Andy has been assisting families in reaching their life goals since leaving the
administration of former President George H.W. Bush in 1993. Interest in finance
and economics was first kindled for Andy while serving on his college endowment
investment committee while acquiring a Master of Science degree in economics at
Oxford University in England.

To further equip him to navigate the complexities of wealth management, Andy
earned the Chartered Financial Analyst® designation — the most globally respected
and difficult-to-attain professional designation in the financial services industry.
Because clients come first, Andy also earned the Accredited Investment Fiduciary®
designation to demonstrate his understanding and ability to put clients’ needs and
goals before his own. The foundation of Andy’s achievement, however, is right here
in Nebraska as a former University of Nebraska-Lincoln summa cum laude graduate,
Regent’s Scholar, Chancellor’s Scholar, member of Innocents (the Chancellor’s
senior honor society) and one of Time magazine’s top 20 college juniors in the
nation for scholastic achievement, leadership and community service.
High achievement has transferred into practice as well for Andy, having been named
a Financial Times Top 400 Financial Advisor in 2015, 2016, 2017 and 2018. He is one
of only three FT Top 400 advisors in the state of Nebraska for 2018.

Running a successful financial services practice requires a tremendous amount of
support, which Andy has from his wife, Lilian, and two daughters, Madeleine and
Vivian. Though Andy grew up near Wood River, Nebraska (on a farm his family
still owns and operates), and Lilian in Buchs, Switzerland (near the Principality of
Liechtenstein), they met in England while Andy was at Oxford. Lilian is a successful
business owner in her own right, as a formally trained florist. They wed in 1996 and
as business owners and members of the local church, they have been positively
impacting people’s lives right here in Omaha ever since. Madeleine will attend UNL
in the fall of 2018, and Vivian is a senior at Westside High School.

Robert J. Forrest

Financial Advisor

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Bob began his career in the financial services industry in 2014 after an intensive two-year faith-based leadership training and a year serving in college ministry. He currently holds the Series 6, 63, 65, and 7 securities licenses as well life and health insurance licenses. Bob’s primary responsibilities with the Jacobitz Wealth Management Group relate to comprehensive wealth planning. 

Bob graduated from Creighton University Heider College of Business with a Bachelor of Science degree in business administration and an emphasis in entrepreneurial management. He went on to study faith-based non-profit leadership at an intensive two-year leadership program in Anaheim, California. His hybrid entrepreneurial and philanthropic spirit has found a special home serving charitably-minded individuals and nonprofit organizations.

Bob was born and raised in Olathe, Kansas, but found home in Omaha in 2006 when he moved up for college. In his three years away from Omaha after college, he met his wife, Katie, during their non-profit leadership training. Bob and Katie moved back to Omaha in the fall of 2013 and adopted two cats, Mufasa and Rosie, shortly thereafter. They spend their time brewing and drinking copious amounts of coffee, furthering their education and meeting with friends from church. Bob and Katie are also active leaders in the local church and Bob speaks at various youth conferences throughout the Midwest on the importance of truth and character. Katie is working on her masters of educational administration degree with an emphasis in student affairs at the University of Nebraska-Lincoln, where she also serves as coordinator for first students in the College of Agriculture.

Jackie Mockelstrom

Client Associate


Jackie has been in the financial services industry since 2006 and with the Jacobitz Wealth Management Group since 2015. As a crucial member and effective chief operations officer of the Jacobitz Wealth Management Group, Jackie coordinates client communications and back office support for the growing practice. In 2016, Jackie was an Award of Excellence winner, which is a prestigious, peer-reviewed award for an elite few RBC Wealth Management employees. 

When not managing all the day-to-day operations of the Jacobitz Wealth Management Group, Jackie volunteers with the Bellevue Soccer Club, and the Town & Country Humane Society. She is also an avid reader and a fitness and outdoor enthusiast. 
On a personal note, Jackie has successfully raised a son and daughter; Ethan is a recent high school graduate, and Aspen plays soccer for the Bellevue club team and Bellevue West.


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