Jacob is an associate on the True Wealth Team. As an associate, he is responsible for participating in client meetings and working with the advisors to ensure that all of the financial planning action items are addressed.
Jacob is a graduate from Tulane University. Originally from the Denver area, Jacob relocated to San Francisco in 2021 when he joined the True Wealth Team. He is an avid traveler and enjoys outdoor mountain activities. Jacob has a passion for following sports and frequently plays golf and tennis.