Jacob grew up in Stowe, Vermont, where the outdoors have always played an important role in his life. His love for fly fishing has shaped the way he approaches challenges: with patience, attention to detail, and an appreciation for the long-term process. He developed a strong curiosity about investing and financial decision-making at a young age, which has grown during his time at Baylor University.
He applies a thoughtful, relationship-focused mindset to the team and our clients. Jacob is looking forward to applying the skills and knowledge he is building through collaboration with our team and his studies to the opportunity to help others make confident decisions about their future.
Outside of work and school, Jacob enjoys spending time outdoors, fly fishing, and staying connected to the Vermont community he calls home.