Client Service Concierge

Jacob was born in Guatemala and was adopted at the age of seven by two wonderful parents. He is the oldest of six children. After high school, Jacob attended Messiah University where he earned a degree in Business Administration with a minor in Marketing. Jacob’s family lives and breathes the sport of soccer in which he has competed at the highest level. Jacob is new to the finance industry and is eager to learn and grow from those around him and is motivated to provide excellent customer service. 

When he isn’t at work, Jacob enjoys going on adventurous trips with his friends. He’s always active, whether that’s working out, coaching soccer, playing sports or spending time with his labradoodle.