About
Jacob carries over 18 years’ experience in the financial services industry, including ten years as a Certified Financial Planner ®. Jacob enjoys listening to and working with clients to identify their financial goals and discuss the steps that turn those goals into reality. Throughout his time as an advisor, Jacob has taken a special interest in getting to know his clients personally and building a long-standing relationship with each one. Jacob is called to serve as a Fiduciary, always making his clients needs his foremost priority.
Jacob graduated from the University of Colorado, Boulder, in 2009 with a BS in Finance and a minor in Economics. Jacob then received his Certificate in Personal Financial Planning from Metro State University. Jacob is a Certified Financial Planner® and received the designation in 2014. Jacob also holds his life and health insurance licenses.
Prior to joining Maia Wealth, Jacob served as a Financial Advisor at Moneta Group, Senior Financial Consultant with Raymond James, Senior Financial Advisor with Personal Capital, and served in various roles with First Western Trust.
Jacob is actively engaged in his community in his participation in Cub Scout Pack 414 and through Spirit of Christ Catholic Community.
As a long time Coloradan, Jacob enjoys hiking, camping, fishing, and attending CU football games in the fall. Jacob is married to his wonderful wife, Ellycia. Together they have two children and a dog.