Jakob believes discipline and dedication are the pillars of long-term success in any field and applies both, in equal measure, to his work with clients and their families on achieving their financial goals. He implements goals-based solutions to grow, preserve and transfer wealth for individuals, families, and retirees.

Jakob prioritizes a personal connection in his work, “Getting to know clients and understanding their lives is something that brings me great satisfaction. Every client is unique, and being able to build that trust so that we can have a long, prosperous relationship together, is what it is all about.”

Jakob regularly incorporates lessons learned from the ice into his work on behalf of clients in comprehensive wealth management. As a former Division 1 and professional hockey player, he observed first-hand the fallout of friends and teammates receiving questionable financial advice and making bad decisions. After graduating with a degree in Business Admin, specializing in Finance and International Business, Jakob is working toward his CFP® and CIM designations to provide clients with advice and service they can trust.