As a Client Relationship Manager, Jacob is responsible for overseeing the client Annual Review process and coordinating the support staff. Additionally, he is responsible for the creation and implementation of financial plans and associated analyses.
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
CERTIFIED FINANCIAL PLANNER™
Series 7 securities registered
Life and Health Insurance licensed