Jacob Loosle, CFP®

SVP, Senior Wealth Manager

Jacob Loosle joined Lido in 2022. He focuses on helping high net-worth individuals and families manage, grow, and protect their wealth. Jacob prides himself in taking a holistic approach to wealth management and finds great satisfaction in empowering his clients to make informed financial decisions. Prior to joining Lido, he worked as a Wealth Manager at Goldman Sachs based out of Silicon Valley.

Jacob graduated cum laude from Utah State University’s Jon M. Huntsman School of Business where he earned his B.S. in Accounting and Personal Financial Planning. He has been a CERTIFIED FINANCIAL PLANNER™ since 2016 and holds his Series 65. Jacob lives in Douglas County, CO with his wife and two daughters. Outside of work, he enjoys being outdoors, reading, traveling, and spending time with family.