
Game of “Thrones”: The Standoff between Trump and Powell
August 7, 2025
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...
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.
Dive into the latest insights from our expert team with our personal touch.
August 7, 2025
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...
August 6, 2025
July Observations Onward and Upward The global equity rallied continued through July, though in a reve...
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...