Jacob began his career in the financial services industry in 2022 and brings a diverse background that includes experience as a bookkeeper, client service representative, financial consultant, and portfolio analyst. This well-rounded foundation allows him to support clients with a thoughtful, detail-oriented approach across all aspects of their financial journey.

As a Senior Client Service Representative, Jacob serves as a key point of contact for clients and works closely with advisors to deliver a seamless client experience. He assists with servicing requests, account maintenance, investment and insurance paperwork, and the preparation and coordination of client meetings. 

He earned his Bachelor's degree in Marketing with a focus on Sales from San Diego State University's Fowler College of Business, where he developed a strong understanding of relationship-building and client-centered strategies.

Jacob holds his Series 65, Series 63, SIE, CA Life and Health license and is currently expanding his professional credentials by pursuing the Series 7. He is also working toward earning his Certified Financial Planner™ (CFP®) designation, which remains a long-term professional goal.

Jacob is passionate about helping individuals and families achieve financial independence through comprehensive financial planning. He enjoys simplifying complex financial concepts so clients can better understand their finances, make confident decisions, and stay focused on achieving their long-term goals.

Originally from Santa Clarita, Jacob has called San Diego home for the past seven years. Outside of work, he enjoys surfing, golfing, and traveling whenever he has the opportunity.