As Vice President of Client Strategy, Jacob draws on extensive experience in the Wealth Management industry, including work with Family Offices and advising high-net-worth and ultra-high-net-worth individuals. His expertise lies in developing innovative and customized strategies that align with the client’s risk tolerance, financial goals, and liquidity needs.

Jacob places client interests at the forefront, helping them navigate wealth’s complexities and opportunities. He’s committed to the fiduciary standard and ensures every decision serves clients’ best interests. Recognizing the uniqueness of each relationship, Jacob dedicates himself to understanding their circumstances  before providing recommendations. He emphasizes client education, striving to help them set achievable goals, comprehend financial options, and execute tax-efficient investment strategies tailored to their specific financial plan.

Jacob holds a bachelor’s degree in finance from the University of Kansas, where he was actively engaged in the Greek community and held various leadership roles. In his leisure time, he enjoys golfing, traveling, and spending quality time with his two nephews.