Jacob began his professional career in 1990 after completing his MBA in finance and international business at the University of South Carolina. His expertise is in overseeing the financial affairs of select families and businesses referred to us by our clients. Jacob is an active volunteer at his church. When not at work, he enjoys Ocean City recreational activities, relaxing on the beach and reading about history. Jacob and his family live in Ocean City, New Jersey. He is a CERTIFIED FINANCIAL PLANNER® Practitioner.