As a financial planner at the firm, Jacob primarily assists with investment management duties while also aiding Chris in putting together the retirement data gathering analysis. In 2020 he graduated from Colorado State University with a Bachelor’s degree in Financial Planning. In December of 2022, he completed the rigorous requirements set forth by the Certified Financial Planner Board of Standards, Inc. (CFP Board) to become a CERTIFIED FINANCIAL PLANNER™ professional.
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