Jacob is excited to be a part of Bridgerland Financial. His primary role is in advisory services and investment management.

He grew up immersed in the financial services industry and began regularly attending industry conferences starting at age 15. He attended Utah Valley University and over the past eight years has dedicated his time to various roles as an administrative assistant, sales assistant, compliance associate, and Investment Advisor Representative.

He finds joy in helping others achieve financial independence and in creating a financial environment that allows people to enjoy retirement. 

He values your trust and looks forward to working with and getting to know you in the coming months.