Email Address: firstname.lastname@example.org
Office Phone: 920-819-4365
Jacob has been a trusted partner to advisors and clients for many years. He has built his career on the pillars of integrity, dedication, and unbiased consultation. He has significant experience working with corporate clients on their executive benefit programs and corporate insurance solutions.
Prior to joining MBS, Jacob spent several years working with Nationwide Financial and Northwestern Mutual. He has also spent time in the private practice of law. He is a Series 7, 24, and 63 FINRA Registered Representative.
Jacob graduated from the University of Wisconsin – Milwaukee with a B.A. in Economics and received his Juris Doctorate from Marquette University Law School.
He and his wife Helen live in the Chicagoland area where they raise their four wonderful children. They enjoy spending time as a family exploring all their city has to offer.