Jacob has been a trusted partner to clients for many years. He built his career on the pillars of integrity, dedication, and unbiased consultation.
He has significant experience working with large corporate clients on their executive benefit programs.
Prior to joining MBS, Jacob spent several years as a consulting attorney working with Nationwide and Northwestern Mutual. He also spent time in the private practice of law. He is licensed to practice law in the state of Wisconsin, and 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. Jacob also studied international taxation at the University of Tianjin and is a Fellow of the Secure Retirement Institute.
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.