St. Louis, MO
CFP®, CPWA®, AIF®
Wealth Manager
Originally from the Chicagoland area, Jacob joined Plancorp in 2017 after graduating from the Kelley School of Business at Indiana University with a Bachelor’s in Finance and Minor in Political Science.
As a Wealth Manager in Plancorp’s Family Office group, Jacob’s passion for helping clients work through the challenge of navigating complex financial situations makes him a natural fit for Plancorp. He says he was especially drawn to our firm because of our team-based culture, fiduciary approach, and focus on employee development.
In his free time, Jacob enjoys golf, snowboarding, travel and exploring the local food scene in St. Louis.
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