Jacob is a University of Kansas grad and has been guiding his clients through tough financial decisions for over 15 years. He works closely with corporate executives and families so they can focus on enjoying their lives and doing what they love. Legacy gained valuable expertise when Jacob joined the firm in 2017.

As a CERTIFIED FINANCIAL PLANNER^® professional, Jacob is dedicated to being the best financial partner he can be. He currently serves on the board of directors for the Financial Planning Association of Greater Kansas City and is a member of the National Association of Personal Financial Advisors. He has spent much of the last decade advising executives from local Fortune 500 companies on their corporate retirement plans and compensation packages.

Jacob and his wife, Laurinda, are the parents of two daughters, Penny and Charlotte. In recent years, he’s discovered a passion for running but still finds time to be at his girls’ many dance competitions.