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.

• Board member on the Indiana University Alumni Association, St. Louis Chapter

• 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