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, who graduated from Bowling Green State University and joined the team at W.A. Smith Financial Group in 2020, also is an Investment Advisor Representative for Great Lakes Retirement, Inc., an SEC Registered Investment Advisor.
Away from work, Jacob likes to spend time with family. Also, he is an all-around Ohio sports fan, watching and rooting for the Cleveland Browns, the Cleveland Indians, 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