Jacob is a founding member of UWC PEG and is the head of the Strategic RIA division for UWC. He specializes in retirement planning, investment allocation, asset-class management, financial analysis, business consulting, real estate investing, life insurance planning, and cashflow management. He also has a deep understanding and history of building complex tax strategies for high net worth individuals.

Jacob graduated with honors from the University of Utah David Eccles School of Business with a Bachelor’s of Science in Accounting. With nearly a decade of experience as a Wealth Advisor, he has assisted many clients in reaching their own financial success.

Jacob speaks fluent Spanish and has lived abroad in Argentina, Chile, and Mexico. He is an Eagle Scout and lives a very active lifestyle. In his free time, he enjoys basketball, skiing, snowboarding, wakeboarding, surfing, hiking, and rock climbing. He is happily married to his wife, Ayden, and they share twin daughters.