Jacob is an Investment Advisor with Rosemeyer Management Group. He provides integrated planning and investment strategies for growing and protecting clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management, tax planning and retirement planning based on each client’s unique objectives and priorities. Jacob grew up and lives in Platteville, WI with his wife Andrea whom he has been married to since 2016. They welcomed their first child, a daughter Bernadette, in October 2017 and are expecting their second child in the Summer of 2019.
- Investment Advisor Representative for Harbour Investments, Inc.
- Research Analyst at Rosemeyer Management Group - 1 Year
- Focus Missionary – Fellowship of Catholic University Students – 3 Years
- Legislative Aide – Wisconsin State Assembly – 3 Years
- Series 7 and 66 licensed
- Bachelor of Arts – Business Management, Edgewood College