Jacob finds great satisfaction in empowering his clients to make informed financial decisions.
Joined Lido: 2022
Homebase: Denver, CO
Professional Focus: He takes a holistic approach to wealth management, focusing on helping high net-worth individuals and families manage, grow, and protect their wealth.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.S., Accounting and Financial Planning, Utah State University
Previous Work Highlights: Jacob has over 12 years of financial services experience, including wealth management at Goldman Sachs, United Capital Financial Advisors, and Bedrock Capital.
Personal Facts: Outside of work, he enjoys being outdoors, reading, traveling, and spending time with his wife and two daughters.
