Jacob began his career in financial services as an intern in 2016. His focus is to be at the center of his clients’ financial lives, helping them with their planning objectives for each stage of life. Jacob takes the time to get to know his clients as people first. After that, he will then help them make good decisions with their money. From non-retirement investments to saving for education to insurance planning, Jacob builds a custom plan specifically for each client.
Jacob is a South Carolina native born and raised in a small town right outside of Columbia called Chapin. He is a graduate of the University of South Carolina where he studied Economics and Finance. In his free time he enjoys listening to music, attending concerts, being on the water, watching football, playing basketball, and spending time with family and friends. He also coaches youth basketball and is involved in the development and mentoring of at-risk K-12 children in the Midlands area.
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian