Client Service Specialist
Jacob has always had a passion for helping others. This is what led him to a career in financial services, where he can see the impact of helping clients pursue their dreams and goals. In his role as Client Services Specialist, he provides support to clients and advisors. Jacob is a graduate of the California State University San Marcos with a Bachelor’s in Business Administration. In his spare time he enjoys watching sports, playing golf, and going to the beach. Jacob lives in San Marcos with his wife Miranda and their daughter Gwyneth.