Jacob collaborates with lead advisors and the head of financial planning to assist them as they develop strategies tailored to each client’s unique financial profile. His work helps assess their current position, uncover new opportunities, and define future goals. He also plays a key role in keeping financial plans current by adjusting them for life events, market trends, and economic changes.
Prior to joining MPPL, Jacob worked in financial planning and served as a paratrooper in the U.S. Army. Outside of the office he can be found on a golf course or outside exploring the North Shore with friends and family. Jacob lives in Duluth with his wife and their dog, Molly.
