About Jacob
As a Financial Advisor at Bright Lake, Jacob combines his personal background and professional expertise to guide clients toward confident retirements. Growing up in the Midwest, he was shaped by the values of a close-knit family and carries the principles of hospitality and authenticity into every client relationship. A natural with numbers, Jacob turned his early passion for math and finance into a career dedicated to helping families achieve their financial goals.
Jacob is an extrovert who loves connecting with others, whether it’s gathering with friends, exploring new destinations, or trying something adventurous. He values balance and harmony, traits he brings to his relationships with clients, his approach to investments, and his role on our team. With over ten years of experience managing complex projects and building lasting client relationships, Jacob excels at creating personalized strategies to help clients feel secure every step of the way in their retirement journey.
When he’s not in the office, Jacob treasures time with his wife, Madison, his siblings, and his local community.
Hobbies:
Traveling, hiking, athletics, spending time outdoors with my two fur babies
Experience:
9 years serving as a Project Manager, Executive Assistant, and Regional Operations Manager at Dutch Bros. Coffee
Favorite Quote:
“A society grows great when old men plant trees in whose shade they shall never sit” – Greek Proverb