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Jacob is a the Vice President, Wealth Management at Realized, helping financial advisors build personalized investment plans that are best suited to their client’s unique situations. Jacob looks to maximize risk-adjusted after-tax cash flow and mitigate capital gains when evaluating portfolio options.

Jacob has been a licensed advisor for 17 years, providing holistic advice and guidance to individual clients. Prior to joining Realized, Jacob worked as a senior financial consultant, providing high-net-worth clients with advice on investments, risk management, retirement solutions, tax, and estate planning when evaluating an individual client’s overall investment objectives. Jacob achieved licensure as a Certified Financial Planner, CFP® to better understand a client’s overall situation when evaluating individual investments. Jacob is a graduate of Texas State University, holding a Bachelor’s Degree in Business Administration with an emphasis in Finance.