Financial planning analyst
Jacob is a diehard Wisconsin sports fan, cheering on the Badgers, Packers, Brewers, and Bucks. Jacob also enjoys playing the drums and guitar in his spare time, and has recently taken up pickleball as a hobby.
Jacob is one of PrairieView's Financial Planning analysts. He digs into each client's unique financial situation, assisting our Wealth Managers in guiding clients to make sound financial decisions. Jacob's schooling and experience in the financial planning profession reflected his passion to assist others in achieving their life goals, which fueled his interest in pursuing a career in financial services.
Jacob grew up in Pewaukee, Wisconsin. A community located around 30 minutes outside of Milwaukee. In 2023, he graduated from The University of Wisconsin - Madison with an undergraduate degree in Personal Finance (Financial Planning). Jacob acquired experience interning at a large well-known financial management firm. He completed his coursework for the CFP® designation and is working towards completing the exam and experience requirement to use the credentials. Jacob has passed the Series 65.
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
For decades, 401(k) plans and other defined contribution workplace plans have served as primary channels for long-term investing. Many of you currently contribute, or have contributed to these plans...
I mean it. You’ve done well in a challenging time for investors. Occasionally it's helpful to take a minute to acknowledge success and what led to it before getting back to work. And I think now is...
Welcome to the midpoint of 2024. I hope everyone had a great 4th of July holiday with family and friends.
You should have a trusted partner who can help you take advantage of these opportunities.
