Professional Background

Jacob is a Planner at Columbia Pacific Wealth Management. He works closely with our Lead Advisors on the design, implementation, and management of investment portfolios and financial plans for clients. Prior to joining the firm, Jacob was a tax accountant at a local RIA. He also worked as an analyst at a commercial bank, where he created opportunities for small business owners to pursue their dreams. Jacob holds the Series 65 license.

About

Jacob grew up in the Pacific Northwest. He received his BA in accounting & finance, as well as his MBA in public finance from Gonzaga University. Jacob enjoys spending his free time outdoors, skiing, golfing, fishing, and playing guitar.

Influencer

“You’ve got to be very careful if you don’t know where you are going, because you might not get there.”

– Yogi Berra