Jacob’s goal is to help his clients retire in the most optimal manner possible. When every day becomes Saturday how will you pay for your basic expenses plus your weekend luxuries? Jacob has been in the financial services industry since 2003. Organizing individual’s financial homes and creating effective financial plans has been his focus since 2013.
Jacob graduated with a B.A. from Aurora University and is Chartered with the College for Financial Planning as a Retirement Planning Counselor since 2014. He holds his licenses for FINRA series 6, 63, 65 & 7 through LPL Financial, as well as Life & Disability insurance. He also holds his Property & Casualty insurance licenses with the Allers Morrison Insurance Agency in Downers Grove offering a wide range of independent insurance carriers.
Jacob and his wife, Missi, have 1 son – Levi. They enjoy playing and watching sports of all kinds and physical fitness. Jacob enjoys spending quality time with his family and supporting his father’s church in Warrenville.
Favorite Quote: “It’s not whether you get knocked down, it’s whether you get back up!” Vince Lombardi
*CRPC conferred by College for Financial Planning.