Jacob brings passion and determination to his role as financial advisor, continually striving to provide a high level of service and best meet his clients’ needs in a world of ever-changing investment options and economic conditions. He never assumes any portfolio is “good enough” and is always looking to improve performance. He wants his clients to understand how their portfolio is performing relative to the markets and to know that they can reach out to him at any time with questions or concerns. Jacob aims to take the time to walk his clients through what’s going on in the markets.
Prior to joining First Western Advisors and Raymond James, Jacob served as a financial advisor at Merrill Lynch for five years. He graduated from the United States Coast Guard Academy with a bachelor’s degree in management and received his master’s degree from the National Graduate School in quality systems management. He also holds Series 7 and 66 securities licenses.
Jacob served in the US Coast Guard for 20 years, primarily as a helicopter pilot and instructor. In his free time, he enjoys skiing, camping, hiking, mountain biking, off-roading in his Jeep and participating in other outdoor activities. Jacob is also active in his church. Originally from Alabama, he lives in Layton, Utah with his wife, Kellie, and their three children.