Jacob provides financial planning, investment management, and other wealth management services to families, individuals, non-profits and business entities both in the Massachusetts area and throughout the country. His areas of expertise include retirement planning, preservation and growth of portfolio assets, and comprehensive financial planning. Prior to joining Legacy Financial and becoming a junior partner, Jacob worked as a financial planner in the Wellesley and Needham areas, strengthening his knowledge in all areas of the financial planning process. Jacob is also proud to be a Certified Financial Planner ™ (CFP). This only enhances his ability to not only act as a fiduciary for his clients, but also act as the “financial quarterback” in their lives. Prior to moving out to Massachusetts, Jacob obtained his Bachelor of Arts degree in Economics from Hamilton College in Central New York. He grew up in the Schenectady, New York area where he still has family. When he’s not enjoying hiking with his wife, two young children, and bloodhound Maxx, he’s enjoying running, cheering on his New York sports teams (please don’t judge him for that), and grilling for friends. And maybe someday he’ll be competent enough in his golf game to take you out for a round.