As a Certified Financial Planner (CFP®), Jacob specializes in providing comprehensive financial guidance. He primarily focuses on serving the unique needs of doctors, physicians, and other high-net-worth individuals. With his diverse skill set and a commitment to his client’s financial well-being, Jacob offers expert guidance across various aspects of a healthy financial life, including investments, insurance, retirement planning, and more.

Jacob is driven by his passion for nurturing meaningful relationships and empowering individuals to achieve their dreams. Inspired by his father’s ability to positively influence clients through his accounting practice, Jacob chose a career in financial advising allowing him to make an impact for those around him. And as a fiduciary, he always acts in his client’s best interests.

 Outside of the office, Jacob is a devoted husband to Jess and a proud father to their daughter. They reside in the charming community of Lakeland, Florida, just east of Tampa. Together, they enjoy expanding their horizons through travel and by discovering new flavors and cuisines at a variety of local restaurants and eateries. Reinforcing their commitment to building strong connections and community involvement, they are dedicated and active members in their church, and cherish their time playing board games with friends. In addition to community, the love of sports runs deep for Jacob, as he is an avid follower of football and basketball. He has a particular affinity for the University of Illinois and the Indianapolis Colts.

 As a CFP®, Jacob doesn’t just offer financial advice; he provides a holistic approach to his client’s financial health and well-being. He looks at an individual’s entire picture, considering their goals and aspirations while addressing their present needs. Embark on your journey toward a more secure and prosperous future and reach out to Jacob today.

Trevor is a Financial Planner that coordinates our efforts in the Tampa Bay area. With an extensive background in hospitality, Trevor has brought the relationship building as well as thoughtful anticipation to ensure his clients needs and goals are the top priority. He believes in the “Brick-by-Brick” theory and will help lay the foundation that will help his clients navigate life as they strive for financial independence.

Trevor graduated from Young Harris College (GA) in 2012 where he was the Captain of the Soccer team for 3 out of his 4 years. Trevor is working towards the multi-year effort to obtaining his Certified Financial Planner (CFP) certification.

Trevor and his Fiancée, Melissa, live in Lakewood Ranch (FL) with their dog Mateo. Melissa is an Internal Medicine Resident, which gave Trevor a firsthand look at establishing a financial plan from the perspective of a new physician. When they find the time, Trevor and Melissa enjoy taking Mateo to the dog park, visiting family, and spending time outdoors, taking advantage of Florida’s beautiful weather. Trevor is an avid sports fan, especially when it comes to the Miami Dolphins, Miami Heat, and Arsenal FC. Check the background of this investment professional on FINRA’s BrokerCheck.