Direct Line: 314-461-9630
As a Director of Client Services Intern for Dan Laure, Jacob is responsible for account management, administration, and scheduling meetings with clients. Jacob chose to work in the financial services industry because of his strong interest in investments and financial markets. During his undergraduate years at McKendree, he spent considerable time independently learning more about personal finance, retirement planning, and other aspects of financial services. Jacob finds it very fulfilling to help people create wealth and reach their financial goals.
To Jacob, being a Visionary means to see the best possible way to serve others and to hold yourself at that standard relentlessly.
Jacob was an Intern for three years at Archford Capital Strategies. He shadowed wealth management advisors, learning about client relationships, asset allocation, and estate planning. He also worked on multiple reports related to compliance, billing, client suitability, and helped with administrative duties.
Jacob currently lives in Fairview Heights, IL. In his free time, he enjoys playing volleyball, pool basketball, video and board games, and spending time with his family and friends.