Jacob provides financial planning and advanced planning services for our clients. He graduated from Boston College with a Bachelor of Arts degree in 2008, joined Baird in 2013, and earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation in 2015. In 2020 he was named a Baird Private Wealth Management Rising Star and joined the firm's Next Generation Advisory Council. Jacob is an avid volleyball player and coach. His roots as an Eagle Scout led to a strong belief in community service including teaching retirement planning classes at Tri-C and Notre Dame College plus coaching at St Ignatius High School. He lives in Ohio City with his wife Laura and son.