Jacob has an insatiable longing to help people. He feels his calling in life is to help individuals and families control their money rather than having it control them. This passion stemmed from familial hardships during the Great Recession of ‘08-’09, and being lucky enough to learn about finances in high school. He has 8 years of experience in the financial services industry. He received his B.A. in Economics from the University of Minnesota and his MBA in Finance from the University of St. Thomas.
Jacob is an Elite Power of Zero Advisor through the philosophy of “The Power of Zero” written by renowned industry leader, David McKnight. The concept is at the forefront in helping retirees achieve the life they desire tax-free. Whether they desire to create multiple streams of tax-free income or maximize their retirement income, Jacob brings the pieces together into one holistic plan. Jacob’s responsibilities include Annual client reviews; client consultations; income planning; and HWM Operations.
Jacob is a lifelong tennis player and fan. He also is a certified USTA official. If there’s one thing that relates the sport to one’s personal life, it’s the fact that consistency is key. Andre Agassi said it best: “Few of us are granted the grace to know ourselves, and until we do, maybe the best we can do is be consistent.”
After high school, Jacob served a mission for The Church of Jesus Christ of Latter-Day Saints in Argentina where he became fluent in Spanish. He met his wife, Meghan Lowe, through church, and they were married in November 2017. Meghan is a licensed Realtor® and a professional singer with a degree in vocal performance from the University of St. Thomas. They enjoy spending time outside and traveling together.