Jacob brings more than a decade of experience to his role as Wealth Advisor at Strategy Financial Group. He takes a thoughtful, disciplined approach to helping individuals and families navigate retirement planning, investment management, and multi-generational wealth preservation. Jacob focuses on simplifying complex financial decisions and developing personalized strategies designed around each client’s long-term goals.

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Before joining Strategy Financial Group, Jacob spent nearly ten years in financial planning and investment advisory roles, eventually serving as a Director of Financial Planning. During his career, he has worked with more than 200 households and managed over $150 million in client assets. His experience includes retirement savings, Social Security, insurance, estate considerations, and tax-aware investment strategies.

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Jacob studied at Arizona State University and holds the Chartered Retirement Planning Counselor (CRPC®) designation. Guided by a strong Midwestern work ethic, he believes every dollar should work as hard as the person who earned it. He is committed to providing clear guidance and helping clients build practical, enduring financial plans.

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