Jacob was attracted to Moneta because of the personalized attention it offers clients through a team-oriented structure backed by the large-scale resources of a firm with more than $20 billion AUM. This dynamic combination embodies an entrepreneurial spirit empowering Moneta’s advisor to deliver the most objective advice regarding all aspects of the financial planning process. Jacob looks forward to serving as an effective team member by contributing as much as he can to help clients reach their financial goals.
Jacob is a recent graduate from the Gies College of Business at the University of Illinois Urbana-Champaign, where he received a Bachelor of Science degree in Finance. He hopes to further his education and plans to pursue the CFP® designation.
Jacob was born and raised in the Chicagoland area. He now lives in the Central West End neighborhood of St. Louis. Outside of Moneta, Jacob enjoys playing golf and tennis, as well as reading, swimming, snowmobiling and skiing with his friends and family. He also enjoys writing music and has learned to play and read over 10 instruments.