Jacob grew up in Laurel, Montana, where he saw firsthand the foundational role that financial stability can play in building a secure and fulfilling life. This early perspective inspired a deep interest in personal finance and a desire to help individuals navigate the path toward and through retirement. Driven by these goals, he moved to Boston in 2018 to attend Boston College, where he earned his undergraduate degree in International Studies and recently completed his MBA.
At Apex Wealth, Jacob plays an essential role in supporting clients and advisors through every phase of the planning and service lifecycle. His responsibilities include preparing for client meetings and designing comprehensive financial planning analyses, proposals, and product illustrations. He also guides new account onboarding, asset transfers, and complex annuity and insurance applications through to final funding. In addition to delivering high-touch day-to-day service, he ensures every client feels supported, confident, and well-prepared for the future.
Outside of the office, Jacob enjoys catching Red Sox games with friends, traveling to new places around the world, and spending quality time with his fiancée.