Role and Expertise:
Jacob is an experienced financial professional within Vesta’s Wealth and Advisory practices. With nearly a decade in financial services, he has worked with individuals, small to medium-sized businesses, large institutional investors, and publicly traded companies. He serves as an advocate for his clients by understanding their needs, offering knowledgeable investment advice, and providing proactive service that exceeds expectations.
Professional Background:
Jacob began his career in financial services in 2015 at a prestigious Big Four accounting firm, spending four years in their audit practice. He then transitioned to a private equity firm, managing transactions and due diligence. Most recently, he was a partner in a private wealth management practice for nearly four years, building meaningful client relationships and guiding them toward financial success. Jacob holds FINRA Series 7 and 66 licenses and is an active CPA.
Key Accomplishments:
Jacob’s diverse experience across public accounting, private investment, and wealth management has given him a well-rounded perspective in financial services. His ability to navigate complex financial landscapes and provide tailored strategies has earned him recognition in the industry and the trust of his clients.
Client Relationships:
Jacob is committed to fostering strong, long-term client relationships built on trust and professionalism. He takes a personalized approach to understanding each client’s financial goals, ensuring they receive insightful guidance and proactive service to support their success.
Personal Interests:
Jacob resides in Sheboygan, WI, with his wife, two kids, Owen and Olivia, and their dog, Gus. He is deeply involved in his community, serving on the Board of Directors for Habitat for Humanity Lakeside and Lakeshore Natural Resource Partnership (LNRP). He is also a Rotarian, a Chamber Ambassador for the Sheboygan County Chamber of Commerce, a member of the Sheboygan Yacht Club’s Education Committee, and a volunteer with Restoration of our Trees – Sheboygan (ROOTS). Jacob and his family take pride in contributing to their community, ensuring it remains a great place to live and raise their children.
