Financial planning analyst
Jacob is a diehard Wisconsin sports fan, cheering on the Badgers, Packers, Brewers, and Bucks. Jacob also enjoys playing the drums and guitar in his spare time, and has recently taken up pickleball as a hobby.
Jacob is one of PrairieView's Financial Planning analysts. He digs into each client's unique financial situation, assisting our Wealth Managers in guiding clients to make sound financial decisions. Jacob's schooling and experience in the financial planning profession reflected his passion to assist others in achieving their life goals, which fueled his interest in pursuing a career in financial services.
Jacob grew up in Pewaukee, Wisconsin. A community located around 30 minutes outside of Milwaukee. In 2023, he graduated from The University of Wisconsin - Madison with an undergraduate degree in Personal Finance (Financial Planning). Jacob acquired experience interning at a large well-known financial management firm. He completed his coursework for the CFP® designation and is working towards completing the exam and experience requirement to use the credentials. Jacob has passed the Series 65.
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
Inflation is falling. The job market is growing. GDP growth is exceeding expectations. We’re actually earning interest on our cash and bonds. And corporate earnings growth is expected to accelerate...
I recently read an article in The Economist that discussed topics related to the current state of journalism. It contained a line that could also apply to market expectations – specifically when...
Interest rates on Treasury securities, money market funds, and savings accounts are at 15 to 20 year highs, hovering near 5%. With stocks now sitting 10% below their previous high from almost two...