Jacob is excited to be the newest member of the Winston Wealth Advisors team. At a young age he showed a passion for mathematics. Naturally, it led him to pursue a career in finance and investments. He graduated with a bachelor’s degree in Finance, before completing the Certified Financial Planner® program through Boston College.
Jacob meshes his analytic thinking with his kind and supportive disposition.
Jacob is a Native Texan. He enjoys spending time with his wife and remains very close to his parents and brother.
Jacob spends his free time studying the bible, exercising, and listening to music.
6, 62, 63, & 65 Licenses held with LPL Financial