As an Associate Client Relationship Manager, Jacob is responsible for preparing account reviews and other reports for client review meetings. He works closely with the Directors of Planning and Client Services.
Jacob began his full time career with our Team after working as a Planner Assistant while attending college.
Jake studied for and successfully passed the CFP® exam in November 2019.
Education and Certifications
Bachelor’s degree in Business Administration from Towson University
Series 7 securities registered
Life and Health Insurance licensed