Jacob began his financial services career in 2006 with the largest privately held bank in Colorado. Prior to joining Mercer Advisors, Jacob worked as a Senior Private Banker at First Western Trust, Senior Financial Advisor with Personal Capital, and most recently as a Senior Financial Consultant with M.J. Smith & Associates. His areas of expertise include high-net-worth financial planning, estate planning, portfolio construction, and asset allocation. He graduated from the University of Colorado - Boulder with a Bachelor of Science degree in Finance and has a certificate in Personal Financial Planning from Metro State University. Jacob enjoys spending his free time with his wife, two kids, and dog.