How Can I Help You

Jacob develops personalized financial plans and retirement income strategies designed to help clients bring focus to their future. He aims to empower individuals, young professionals and entrepreneurs to make confident financial decisions by providing clear, actionable guidance. Jacob believes that a well-structured plan should not only build wealth but also safeguard it against unforeseen challenges. Whether navigating employee benefits, optimizing retirement savings or creating a resilient investment portfolio, he is committed to helping clients avoid costly mistakes and stay on track toward financial freedom.

What Makes Me Knowledgeable

Jacob started his career in the financial services industry in 2012 at Ameriprise Financial before moving to Northwestern Mutual and then joining Dixon Financial Group in 2017. To broaden his industry knowledge, he has earned the CERTIFIED FINANCIAL PLANNER® designation, the Chartered Financial Consultant® designation, the Series 66 and 7 licenses with LPL Financial, and Life and Health Insurance licenses. These designations better equip him to answer the increasingly complex financial planning questions that his clients face today. Throughout his career, Jacob has been recognized for his commitment to excellence, receiving the Black Diamond Award for Client Satisfaction and the Top Producer Award. He holds a B.S. in business management from Brigham Young University–Idaho with a dual emphasis in finance and supply chain management.

Getting to Know Me

Jacob is a devoted husband and father of four who values quality time with his family. Outside the office, he is an avid runner and appreciates the discipline and perseverance that long-distance running requires.