Jacob brings 6 years of experience in the financial industry to his current role helping clients aim to achieve financial balance. He serves his clients by taking a holistic approach to financial planning, emphasizing the four domains of risk management, assets, liabilities and cash flow.
 

Prior to joining Zions Wealth Advisors in 2025, Jacob served as a Financial Advisor and Disability Insurance Specialist at Guardian Life and Park Avenue Securities. He holds a Bachelor of Science in Financial Economics from BYU Idaho and maintains FINRA Series 7 and 66 securities registrations through LPL Financial, as well as his Life and Health Insurance licenses.
 

A native of California, he moved to Utah in 2021. Outside of work, he enjoys playing soccer, cooking and traveling with his wife and two young children.