At the age of 21, Jacob decided to start his own investment firm.  Both his grandfather and father were financiers and began to teach Jacob the power of wise investing at an early age.

Within several years Jacob established a nationally recognized firm where corporations and affluent households would feel comfortable and welcome to call upon his services and advice.

Today, Jacob and his team of wealth advisors are recognized as some of the nation’s best in the industry.  Media venues on a regular basis seek Jacob’s opinion on various financial topics including, asset allocation, risk management, economic forecasting, and advanced retirement planning.

Jacob graduated from Arizona State University with a bachelor’s degree in Economics and history and has achieved the finance designation of Certified Financial Planner.

During Jacob’s career he has been the recipient of numerous awards including;

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Worth Magazine

recognized as one of America’s Top 250 Wealth Advisors. (November/December 2008)

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Financial Advisor Magazine

recognized as one of the nation’s largest independent investment firms based on assets under management. (July 2008)

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Reuters Advice Point

recognized as one of Americas top financial advisors. (November 2007)

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CNBC Global Television

named as an honorary CNBC Task Force Member. (August 2007)

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Wealth Manager Magazine

named as one of America’s top wealth managers. (July 2006 & 2007)

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Arizona Business Magazine

named as the #1 Best Financial/ Investment firm in Arizona. (January 2007 & 2008)

Program Topics

Economy Update

Managing Your Portfolio through Changing Times

Marketing, Branding and Defining Your Image as an Entrepreneur

Business, Sales, Finance, Entrepreneurship, Economy Marketing,