Jacob is a Financial Advisor with The George Group, joining Baird in 2023. He focuses on individual wealth management and advanced planning for multigenerational families. By confronting the questions of today, he can help our clients achieve their goals of tomorrow.
Jacob is Series 7 & 66 registered. Jacob received a B.S. and MBA from St. John Fisher University and belongs to groups and clubs in the area to stay active in the development of his community.