Jacob Kinsley, RICP®, RFC®

Jacob is a Wealth Advisor for W.A. Smith Financial Group.


Jacob is a Wealth Advisor for W.A. Smith Financial Group. He specializes in creating a customized plan for retirees and pre-retirees with a focus on retirement income planning, wealth management, wealth preservation, and estate planning.

Jacob, graduated from Bowling Green State University and joined the team at W.A. Smith Financial Group in 2020. He is a Retirement Income Certified Professional® through the American College of Financial Professionals and a Registered Financial Consultant® with the International Association of Registered Financial Consultants. Jacob is also an Investment Advisor Representative of Great Lakes Retirement, Inc., an SEC Registered Investment Advisor.

Away from work, Jacob likes to spend time with Jenna, his wife, Josie, his daughter and family. Also, he is an all-around Ohio sports fan, watching and rooting for the Cleveland Browns, the Cleveland Guardians, the Cleveland Cavaliers, and the Ohio State Buckeyes. To Jacob, being a sports fan allows him to enjoy life, have fun, and connect with family, friends, and the community.

Get to know Jacob

Favorite Book: Beer and Circus

Favorite Food: Steak

Favorite Movie: The Usual Suspects

The best piece of financial advice Jacob has ever received: Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.
– Paul Samuelson