Jacob joined Waverly Advisors in September 2024, following the acquisition of 9258 Wealth Management by Waverly Advisors, LLC. As a Wealth Advisor at Waverly, Jacob brings over 10 years of experience in wealth management and personal financial planning. He is a Certified Financial Planner® and holds a master’s in business administration, specializing in Retirement Planning, Investment Management, and Employer-Sponsored Retirement Plans. Jacob is passionate about helping people achieve their financial goals and enjoys staying informed about the financial markets and their impacts.
In his free time, Jacob enjoys spending time with his wife, son, and their dog. They love exploring Cincinnati and traveling. Jacob also enjoys golfing and watching sports, especially football.