As an Advisor on the Heffernan Team, Jacob Allaman enjoys working directly with clients to help them achieve their financial goals. He finds both the personal relationships and process of helping clients navigate their financial path to be very rewarding.
Jacob earned a Bachelor of Science in Business Management and Accounting as a double major from Greenville University. Growing up on his family’s farm in Illinois, Jacob previously worked at a bank in his home town where he gained experience in the financial services industry. He joined Moneta as a Client Service Manager in 2014.
After further enhancing his technical skills by obtaining the CERTIFIED FINANCIAL PLANNER™ designation, Jacob’s role on the Heffernan Team evolved to Advisor. Today, Jacob continues to challenge himself by expanding his knowledge-base and skill set to better serve clients.
Outside of Moneta, Jacob enjoys playing the piano, reading, traveling, running and rooting for his favorite Chicago sports teams. He also enjoys volunteering and does so through various Moneta Momentum events. Jacob currently resides in downtown St. Louis.
- CERTIFIED FINANCIAL PLANNER™
