Jacob is an Associate, Wealth Advisor in Cresset’s Scottsdale office. In his role, he prioritizes clear communication, trust, and long-term partnerships with ultra-high-net-worth clients and their families. He is committed to helping clients navigate complex financial decisions and strategies through thoughtful guidance, with the goal of helping clients feel informed, supported, and aligned with their personal goals.
Before joining Cresset, Jacob worked closely with a wide range of investors as a manager at Vanguard. From individual retail clients to large institutional partners, he developed a deep understanding of diverse financial needs and objectives.
Born and raised in Scottsdale, Arizona, Jacob has witnessed firsthand the region’s economic growth and development over the years. He earned a bachelor’s degree in finance and entrepreneurship from Baylor University in Texas.