Personal
Jacob is originally from Elkhart Lake, Wisconsin, where he was raised on his family’s dairy farm. He credits his desire and passion to succeed to his parents, as they have instilled this work ethic in him throughout his upbringing. His core values are rooted in humility, generosity towards others, and belief that trust has to be earned.
In his free time, Jacob values the time spent with his wife Allison, friends, and family. He is an avid golfer and as a dedicated sports fan, he enjoys attending Packer, Badger, and Brewer games whenever possible. Outside of sports, Jacob and Allison enjoy traveling and undertaking new adventures when the opportunity arises.
Certifications and Designations
RICP® is an advanced designation appropriate for individuals specializing in the retirement income planning field. The RICP® prepares the advisor to help clients obtain a secure retirement. This designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for helping create secure, sustainable income for a client's retirement.
The Certified in Long-Term Care (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Professionals learn how to mitigate these consequences by developing a plan to help protect their clients and their families.