For over 18 years, Jacob has been guiding clients through life’s big financial decisions, helping corporate executives and families focus on what truly matters—enjoying life and doing what they love. When he joined Legacy in 2017, he brought with him a wealth of expertise, particularly in executive compensation and corporate retirement plans, having spent much of the last decade advising leaders from local Fortune 500 companies.

As a CERTIFIED FINANCIAL PLANNER^® professional, Jacob is dedicated to being the best financial partner he can be. He is actively involved in the financial planning community, serving on the Board of Directors for the Financial Planning Association of Greater Kansas City and as a member of the National Association of Personal Financial Advisors (NAPFA).

Outside the office, Jacob is an avid runner who finds peace and focus in logging miles—whether it’s on the streets of Kansas City or in his next race. He and his wife Laurinda stay busy keeping up with their two daughters, Penny and Charlotte, shuttling between dance competitions and family adventures. Whether he’s training for his next big run or helping clients navigate their financial futures, Jacob brings the same level of dedication, strategy, and endurance to everything he does.