View in portrait for best experience

Brad Jacobs

Senior Advisor

CFP®, TGPC

As a Senior Advisor on the Ring Winegrad Hunady & Sallaberry Team, Brad Jacobs brings more than a decade of experience in helping clients achieve their personalized financial goals, which he says is one of the most rewarding aspect of his role.

This experience comes both as a fiduciary to retirement plan sponsors and as a Family CFO, equipping him to advise a diverse set of clients – individuals, families and institutions – while navigating their specific financial complexities.

Brad joined the Ring Winegrad Hunady & Sallaberry Team in 2011 after relocating from Wisconsin to the St. Louis area. He earned his B.A. in Economics from DePauw University in 2008.

Outside of Moneta, Brad enjoys traveling, golfing and visiting family in Wisconsin and abroad. As a Wisconsin native, it comes as no surprise that Brad is an avid Green Bay Packers fan – though he is now proud to claim Blues fandom as well. Brad and his wife currently live in Webster Groves and are proud parents to boy/girl twins born in 2018.

  • B.A., Economics, DePauw University in Greencastle, IN
  • CERTIFIED FINANCIAL PLANNER®
  • Tax Exempt and Governmental Plan Consultant (TGPC)
  • Series 65 Licensed

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Monthly Recap – June 2026

Monthly Recap – June 2026

July 2, 2026

June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...

Raising Charitable Children: Modeling and Mentioning

Raising Charitable Children: Modeling and Mentioning

June 30, 2026

By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...

You Negotiated the Offer. Did you Plan for What Comes Next?

You Negotiated the Offer. Did you Plan for What Comes Next?

June 29, 2026

What Executives Should Know About Their Compensation Package By Kristi Borglum, CFP® When executives r...

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

June 19, 2026

Few companies have captured the public imagination quite like SpaceX. From reusable rockets to satelli...

VIEW ALL ARTICLES

Let’s make every moment count together…