Jacob joined Advantage Benefits Group as an intern in January of 2021 while pursuing a Bachelor’s, majoring in both Finance & Marketing from Grand Valley State University. While attending Grand Valley, Jacob was heavily involved in extracurriculars acting as a Portfolio Manager of the Student Investment Club/Fund & volunteering at West Michigan Boys & Girls Clubs. Jacob competed in various case competitions including the ACG Cup.
As an intern, Jacob was mentored by Bob Hughes on managing client relationships, analytics, and investments. Jacob transitioned to a full-time analyst position after graduating in May of 2021 analyzing retirement plans, providers, & investments. His role has since changed in 2023 to Relationship Manager where he serves our retirement clients.
Jacob is an East Lansing native, a Michigan State University sports fan, and a lover of all thing’s motorsports. When Jacob is not in the office working diligently for our clients, he enjoys being outdoors, trying new foods, working on cars, and exercise, such as lifting and boxing.
Check the background of this investment professional on Finra’s brokercheck.