I started out working with Maggie Kulyk and Associates as a paraplanner, but became a financial advisor soon after. I now meet with clients, analyzing and constructing financial plans to help people realize their full potential. I was previously a financial analyst at Siemens Industry, Inc. in various corporate finance functions, including financial statement analysis, budgeting and forecasting, project controlling, and operations finance, but my passion has always been investing with a purpose.

I graduated magna cum laude from the Honors Program at the University of Georgia with a BBA in Finance and Management Information Systems as well as a Certificate in Personal and Organizational Leadership. I became a CERTIFIED FINANCIAL PLANNER™ in 2019. I enjoy guiding clients throughout all stages of life by listening to their values and goals and organizing their resources in the most efficient and effective way possible.

For me, a balanced life includes a glass of wine with my wife, Lauren, as well as all things sports, travel, and adding to my fun sock and shoe collection.

 

Click here for a short video introducing you to Jacob.