Advisor profile

The advantages of working together online

 As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at, or contact me for help getting started.

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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


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


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


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

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.

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Mission Statement

Our mission is to help our clients plan for a life free of financial worry.