
Team Member Details
About Me
Outside of work, Jacob is an avid traveler and recreational ice hockey player. Each year, he organizes a team pilgrimage to Lake Nokomis, MN to compete in the US Pond Hockey Championships. You’ll often find him at the ice rinks around St. Louis honing his skills or cheering on the St. Louis Blues. When he's not on the ice, Jacob enjoys spending time with friends and family.
Education
- Missouri State University, B.S. Computer Information Systems
What's My Plan Missing?
Our easy 2-minute plan analysis tool will help you identify gaps in your plan and connect you to personalized resources from our team of professionals.
Take Our Free AnalysisRecommended Resources
- Maximizing Your Post-IPO Equity: Tax Strategies, Diversification, and Financial Planning
- 6 Costly Roth Conversion Mistakes to Avoid
- Beyond AGI & MAGI: Multi-Year Tax Planning for High Earners
- The 8 Essential Elements of a Complete Financial Plan: A Guide to the Financial Planning Process for High-Net-Worth Individuals
Planning with Purpose
Integrated Services
We take a holistic and comprehensive approach to your finances—from planning and investing to estate and tax strategies—so you can move toward your goals with clarity and confidence.

Your Guide to a Better Advisor Experience
At Plancorp we aren't about long-term contracts, just long-term value. With that in mind, we're transparent about what value you can expect to when you hire us. Download our New Client Guide to get to know our services, team, experience, and fee-only model that you can trust.
Want to learn more?
Find out how Plancorp's financial firm is different than the other firms you're used to.
Schedule a Call With a Wealth Manager to Get Started
Let Plancorp help so you can focus on making the most of your wealth
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163 | info@plancorp.com
- Legal Notices
- Privacy Policy
- ADV Part 2A
- View Cefex Certificate
- Form CRS
- Press Room
- Cyber Security Policies
- © 2025 Plancorp, LLC.
© 2025 Plancorp, LLC. All Rights Reserved.