Advisor profile

Planning tailored to your specific goals

As a Financial Advisor with Ameriprise my mission is to guide families, individuals, and businesses to and through retirement. Once I learn the goals of my clients, my goal is to guide them to meeting their goals in the most efficient manner. I am able to do this through regular client meetings, innovative technologies, and tailored portfolio management.

9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

  • B.A. in 2015 from Hanover College

Community participation

Zion Lippe Church. Mount Vernon, IN

Interests

Jacob has been happily married to his wife Kendra, since 2019. They have a daughter together (Kinsley) and a son on the way! Jacob enjoys spending his time with friends and family, bass fishing and following Indiana basketball. Go Hoosiers!