Jacob has been with CLF since 2019 after completing his Bachelor’s Degree in Personal Finance with a concentration in Financial Planning from The University of Wisconsin-Madison. He earned his Certified Financial Planner™ (CFP®) professional designation shortly after finishing school, and has enjoyed servicing his clients since then. His focus is on providing a wholistic approach to personal financial planning and small business planning, helping clients find flexibility with their income and investments. Jacob lives in Madison with his wife Dagny, and enjoys traveling, playing music, and keeping up with Wisconsin sports.

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