“Financial Planning is achieved by understanding your goals, developing a strategy to achieve your goals, and then executing the details. We are here to walk beside you every step of the way.”
Jacob joined Strategies Wealth in March of 2021 following a 16-year career working with High Net Worth Individuals and Families for a Registered Investment Advisor. He earned his Bachelor of Science degree in Finance from Ball State University, and has been a CERTIFIED FINANCIAL PLANNERTM (CFP®) since 2010. Jacob enjoys working with individuals and families to help them develop and monitor their financial plans to meet and exceed their unique goals and aspirations.
Jacob and his wife Jessica have four children and live in Hudsonville, Michigan. Jacob enjoys sports, and spending time with his family.