About Jacob
Jacob works directly with clients and supports Wealth Advisors in servicing Focus Partners Wealth’s existing and prospective clients. He works closely with clients and with the financial planning team to develop customized client strategies, provide tailored financial advice, and promote a collaborative client experience. He is responsible for providing ongoing analyses relating to client investments, retirement benefits, tax and estate planning, risk management, retirement, and education funding.
Jacob served as a volunteer firefighter and EMT for over four years and was a volunteer for the Big Brothers Big Sisters organization. In his spare time, Jacob enjoys exploring Arizona’s diverse natural surroundings while hiking with his two dogs, biking, skiing, fishing, and spending time with his family and friends.
Education and Professional Milestones
- Northern Arizona University - bachelor's degree in political science with a business minor
- Has also held roles as a financial advisor for a large transnational financial services provider and as a financial planner for an Arizona-based registered investment advisor
Jacob works directly with clients and supports Wealth Advisors in servicing Focus Partners Wealth’s existing and prospective clients. He works closely with clients and with the financial planning team to develop customized client strategies, provide tailored financial advice, and promote a collaborative client experience. He is responsible for providing ongoing analyses relating to client investments, retirement benefits, tax and estate planning, risk management, retirement, and education funding.
Jacob served as a volunteer firefighter and EMT for over four years and was a volunteer for the Big Brothers Big Sisters organization. In his spare time, Jacob enjoys exploring Arizona’s diverse natural surroundings while hiking with his two dogs, biking, skiing, fishing, and spending time with his family and friends.
Education and Professional Milestones
- Northern Arizona University - bachelor's degree in political science with a business minor
- Has also held roles as a financial advisor for a large transnational financial services provider and as a financial planner for an Arizona-based registered investment advisor