Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Social Security Retirement Benefits
  • Insurance
  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Saving for Education
  • Family Finances
  • Retirement Income Strategies
  • Estate Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Life and Health Insurance

Education

  • Bachelor of Science in Hospitality Management South Dakota State University 1998

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Community participation

Jacob serves on the board of Habitat for Humanity Steele and Waseca County and the Owatonna Swimming Association.

Jacob volunteers as an USA Swimming Official and Junior Achievement Classroom Program Teacher.

Interests

  • Giving Back to the community and people around me
  • Family
  • Kids Activities
  • Officiating Swimming
  • Outdoor activities: camping, hiking, woodworking, gardening