Jacob is an advisor and joined Great Waters Financial in November of 2018. He spent time as an associate advisor for his branch’s lead advisor Barry Bigelow. This opportunity allowed him to learn and develop himself as an advisor using Great Waters Financial’s retirement planning philosophy. He has since been using what he learned from his time with the Great Waters team in combination with his bachelors in Financial Planning from the University of Minnesota-Duluth to help his clients gain confidence in their retirement plan and themselves through a focus on education. Jacob and the Great Waters Financial team use their knowledge of taxation and income planning to develop efficient retirement plans that mesh with clients lifestyles rather than telling them how to live.
Jacob lives with his beautiful wife Emma. When he’s away from the office Jacob enjoys working on cars, boats, and motorcycles in the garage and driving Emma around when they are done. If nothing requires fixing, and they are both free for the day, Jacob and Emma can be found at the gym, cooking recipes from around the world they have experienced during their travels, or spending time with their family and friends.
Schedule a free consultation with one of our advisors to determine the best path for you.