Jacob is a dedicated financial professional with a passion for helping clients plan confidently for the future. As a Chartered Retirement Planning Counselor™ (CRPC®), he brings expert knowledge and personalized strategies to each client relationship, ensuring every plan supports both financial goals and life dreams.

A graduate of Gustavus Adolphus College with a degree in Financial Economics and a minor in Political Science, Jacob specializes in retirement income planning, tax strategies, and estate considerations.

He lives in Fairmont Minnesota with his wife, Sierra, their three children and their dog, Cammie. When he’s not working with clients, you’ll find Jacob on the water, at his kids’ activities, spending time with friends, or enjoying a round of golf.