“Knowing my clients helps to create smooth financial transitions when those life changes happen. This ensures that I am able to help you every step of the way.”
MaxFacts
Specialties: Retirement Planning, Legacy Planning, Long Term Care
Licenses: Series 7,66 through LPL Financial. Life, Health and Variable Products Insurance in MI
About Jacob
My passion is helping clients understand how they can pursue their financial goals through personalized financial planning and investing. I believe the best way to do that is to create a plan that keeps the client’s needs front and center while developing an ongoing relationship with them.
Knowing my clients helps to create smooth financial transitions when those life changes happen. This ensures that I am able to help you every step of the way.
I was born and raised in Grand Rapids, Michigan, and have expanded my career in finance both here
in Michigan and in the Shenandoah Valley in Virginia where my Wife and I lived for over 6 years. I look forward to assisting the clients here and walking with them through life’s changes.
Branches Covered:
Grand Haven, Robbin's Road, Holland 8th Street, Holland West, Zeeland, Traverse City DT, and Traverse City S.