Designations and Licenses

Jacob holds an Accident and Health, Life and Fixed Annuities insurance license for the state of Pennsylvania.

Experience and Education

Jacob supports a wealth advisory team that provides high-net-worth individuals, families and business owners with personalized wealth management to help them achieve their objectives.

Jacob holds a bachelor’s degree in business administration with a concentration in entrepreneurship from the College of Charleston.

Personal Interests

Away from the office, Jacob enjoys golfing, playing tennis, following financial markets and watching Pittsburgh sports teams.