About Jacob
A dedicated financial planning professional focused on helping individuals and families make confident, informed financial decisions. He works closely with clients to simplify complex financial matters and build personalized strategies designed to protect, grow, and efficiently transfer wealth. Jac... [One thing I want my clients to know about me is:] I treat their financial life with the same care and responsibility as I would my own family's. My goal isn't just to manage money—it's to help clients make confident decisions and build long-term financial security.
Areas of focus
Credentials & background
Licenses
Series 65
Education
Economics Business Management & Finance Notre Dame College (2011)
Clients served
TeachersBusiness OwnersDivorceesSurviving SpousesCorporate ExecutivesStartup EmployeesUltra High Net Worth IndividualsInheritorsLGBTQ+Parents of Special Needs ChildrenGovernment ContractorsEntrepreneursNursesTech SalesVeterans & Active Duty MilitaryProfessional AthletesReal Estate DevelopersFirst RespondersBuilding Industry ProfessionalsSoftware EngineersHigh Net Worth Individuals1st Generation AmericansRetireesTech EmployeesReal Estate AgentsWealthy FamiliesDentistsWomen in TechBusinesswomenAttorneys & ParalegalsSingle MothersHealthcare WorkersDoctorsPartners at Law Firms
Regulatory
The firm
Impact Partnership Wealth, LLC