David Jacob
Jacob Indest, CPFA® Financial Advisor

Jacob is a Certified Plan Fiduciary Advisor designee. He is responsible for servicing existing clients and seeking new opportunities with perspective clients. His main priority with existing and perspective clients is to build mutual respect and trust while developing client-specific financial goals that put the client’s interests and welfare first.

When away from work, Jacob enjoys spending time with his wife, Lyndsey, and two daughters, Abigail and Madeline.