Jacob believes that financial planning is about much more than numbers—it's about people. He is passionate about building meaningful relationships and taking the time to understand each client's unique goals, values, and vision for the future. Recognizing that no two individuals or families are alike, he focuses on creating personalized strategies designed around what matters most to them.
What Jacob enjoys most is helping clients navigate life's opportunities and challenges with confidence. Whether someone is growing a business, planning for retirement, or preparing for the next chapter of life, he is committed to providing thoughtful guidance and tailored solutions.
Outside of the office, Jacob enjoys coaching soccer, especially the opportunity to coach his two sons and be part of their development both on and off the field. A lifelong resident of the Metro East area, he is deeply rooted in his faith and family. He and his wife, Tara, are proud parents to Thomas, Jack, and Maria and are committed to building a life centered on integrity, hard work, and meaningful relationships.
Education
- Missouri Baptist University: Bachelor’s degree in Business Management with a Minor in Finance
- Registered Investment Advisor with Cambridge Investment Research
Licenses/Certifications
- ChFC®
- Series 7
- Series 66
- Life & Health
- Annuities
- Long Term Care
- U.S. Soccer Federation National D licensed
Community Service
- Glen Ed Soccer Association Coach/Board Member
- Centerstone of Illinois – Former Board Member and Growth Committee Chair
- Leader Club Qualifier - 2023, 2025, and 2026
- 2024 Alton Telegraph Professionals under 40
Alton Telegraph's Young Professionals under 40 Class of 2024 nominations are made online and winners are selected by a panel of judges based on criteria such as professional and community contributions. Award received June 29, 2024 and is not indicative of investment performance.
The 2026 Leaders Club award is based on personal and/or office production benchmarks established by Cambridge. This award is not based on investment performance or indicative of client experience