As Regional Director, Jacob works closely with his clients - planning with them, building with them, and celebrating with them. Jacob prides himself on creating long-term relationships - not short-term sales - and his analytical skills and financial expertise allow him to function strategically as a trusted advisor.
Education and Credentials:
Experience:
Behind the Scenes: Happily married to his college sweetheart, Jacob is a busy father of four. In his scant free time, Jacob enjoys running, cooking, and introducing his kids to classic 1980s movies. He freely admits to loving math, reading The Economist, and considering tax law a "fun hobby."
This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.