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A Bit About Jacob

Originally from Emanuel County Georgia, Jacob earned a bachelor’s degree in civil engineering from Kennesaw State University (KSU) and played collegiate baseball at Middle Georgia State University. Competing at the collegiate level instilled in him the values of discipline, teamwork, and perseverance—qualities that now define his approach to financial planning and client service. During his time at KSU, Jacob was actively involved in leadership and engineering organizations as a research assistant, President of Institute of Transportation Engineers and Vice President of Civil Engineering Honor Society, further developing his leadership and analytical skills.

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Jacob’s background and education inspired a passion for helping individuals, families, and businesses build strong financial foundations, save strategically, and plan confidently for the future. His approach emphasizes integrity, education, and long-term relationships built on trust and transparency.

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He is a member of the Henry County Chamber of Commerce and Forsyth Rotary Club. Jacob has successfully completed the Series 65 Uniform Investment Adviser Law Examination and the Series 63 Uniform Securities Agent State Law Examination, qualifying him as a registered investment advisor in multiple states. He is also a licensed life insurance agent, allowing him to provide clients with comprehensive and holistic services on financial planning.

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Jacob resides in Forsyth, Ga, with his wife, Ashley, and their two children, Amelia and Beckett. Outside of his professional work, Jacob enjoys the outdoors, staying active with CrossFit and BJJ, giving back to his community with volunteering, and mentoring younger professionals and businesses in the finance industry.

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