Team Member Details

About Me

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.

Community Involvement

  • Indiana University Alumni Association, St. Louis Chapter - Board Member


  • Indiana University, B.S. Finance, minor in Political Science, 2017
  • University of Georgia, Executive Program in Financial Planning, 2018
  • The University of Chicago Booth School of Business Executive Education Course – Certified Private Wealth Advisor, 2021

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